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.
Keaton Burke
- Title
- Financial Advisorreportedeversourcewealthadvisors.comfirm site, Sep 15, 2026
- Business email
- kburke@eversourcewa.comreportedeversourcewealthadvisors.comfirm site, Sep 15, 2026
- Professional profile
- eversourcewealthadvisors.com/keaton-burkereportedeversourcewealthadvisors.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Eversource Wealth Advisors, LLC independent RIA currentsince Nov 13, 2025 · Mckinney, Tx
- Oliver Lagore Vanvalin Investment Group, Inc. formerMay 10, 2023 to Nov 14, 2025 · Frisco, Tx
- Cfg Advisors LLC unclassifiedNov 18, 2021 to Jul 3, 2023 · Frisco, Tx
- Independent Financial Partners BD affiliatedFeb 6, 2020 to Feb 24, 2021 · Tampa, Fl
- Oliver Lagore Vanvalin Investment Group, Inc. to Eversource Wealth Advisors, LLCleft Nov 14, 2025, registered Nov 13, 2025 (-1 days) · RIA to RIA
- Cfg Advisors LLC to Oliver Lagore Vanvalin Investment Group, Inc.left Jul 3, 2023, registered May 10, 2023 (-54 days) · Other
- Independent Financial Partners to Cfg Advisors LLCleft Feb 24, 2021, registered Nov 18, 2021 (267 days) · Other
- Keaton Burke left Oliver Lagore Vanvalin Investment Group, Inc. for Eversource Wealth Advisors, Llc (registered 2025-11-13)Nov 14, 2025 · Advisor changed firm · fact
- Keaton Burke left Cfg Advisors Llc for Oliver Lagore Vanvalin Investment Group, Inc. (registered 2023-05-10)Jul 3, 2023 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address