DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Mychal Vashon Eagleson
Certified Financial Planner
Feed of 09/14/2026
At current firm
9 y
since Jun 28, 2017
In the industry
13 y
since May 31, 2013 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- An Exceptional Life Financial, LLC independent RIA currentsince Jun 28, 2017 · Indianapolis, In
- Forvis Mazars Wealth Advisors, LLC independent RIAOct 7, 2015 to Jun 16, 2017 · Indianapolis, In
- Schwab Wealth Advisory, Inc. no RAUMJun 9, 2014 to Sep 4, 2015 · Indianapolis, In
- Eagleson Financial Planning unclassifiedJun 18, 2013 to Mar 5, 2014 · Whitestown, In
Moves
a registration end followed by a registration begin elsewhere
- Forvis Mazars Wealth Advisors, LLC to An Exceptional Life Financial, LLCleft Jun 16, 2017, registered Jun 28, 2017 (12 days) · Other
- Schwab Wealth Advisory, Inc. to Forvis Mazars Wealth Advisors, LLCleft Sep 4, 2015, registered Oct 7, 2015 (33 days) · Other
- Eagleson Financial Planning to Schwab Wealth Advisory, Inc.left Mar 5, 2014, registered Jun 9, 2014 (96 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address