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.

Advisor moves

Departures from Eaton Vance Management

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Aaron Andrew BermanEaton Vance Management otherLPL Financial LLC otherOtherJun 14, 2012Sep 10, 2012 (88 d)
Robert Charles LabadiniEaton Vance Management otherManulife Investment Management (US) LLC otherOtherApr 5, 2012May 15, 2012 (40 d)
David C. MccabeEaton Vance Management otherEaton Vance Wateroak Advisors otherOtherMar 7, 2012Mar 8, 2012
Spencer Maxwell DaltonEaton Vance Management otherNuveen Asset Management, LLC mixed wealthOtherOct 20, 2011Aug 6, 2020 (3213 d)
Harold Thomas WhalenEaton Vance Management otherNatixis Advisors, LLC otherOtherApr 4, 2011Apr 25, 2011
Allyson E BaroniEaton Vance Management otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherDec 15, 2010Jan 24, 2011 (40 d)
Mary Kathryn KonetznyEaton Vance Management otherBraver Wealth Management, LLC otherOtherDec 2, 2010Jan 14, 2011 (43 d)
Clinton Dean LynchEaton Vance Management otherTd Ameritrade Investment Management, LLC otherOtherNov 8, 2010Feb 6, 2012 (455 d)
Bradford Peter MurphyEaton Vance Management otherMorningstar Investment Services LLC otherOtherJan 6, 2010Jan 11, 2010
Denis Joseph HillEaton Vance Management otherOrion Portfolio Solutions, LLC BD affiliatedOtherJul 7, 2009Jun 27, 2023 (5103 d)
Christopher Hale StonerEaton Vance Management otherMunder Lee Investments Ltd unclassifiedOtherOct 10, 2008Nov 3, 2008
Joseph Keyes NelsonEaton Vance Management otherBlackrock Financial Management, Inc otherOtherJul 7, 2008Nov 23, 2009 (504 d)
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132 moves match.