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 Eagle Asset Management Inc

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
Steven Barton GilbertEagle Asset Management Inc independent RIARaymond James Investment Management asset managerOtherApr 1, 2025Jun 7, 2021
James Patrick McfaddenEagle Asset Management Inc mixed wealthWells Fargo Advisors wirehouseRIA to wirehouseJan 6, 2020Dec 13, 2019
Dustin Winship HendersonEagle Asset Management Inc mixed wealthRaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankOct 24, 2018Dec 13, 2018 (50 d)
Seth Broderick JenningsEagle Asset Management Inc otherChartwell Investment Partners, LLC otherOtherJul 31, 2017Sep 6, 2017 (37 d)
Graham Alan RigbyEagle Asset Management Inc otherRaymond James & Associates, Inc. national BDOtherMar 2, 2017Mar 10, 2017
Richard Haller SkeppstromEagle Asset Management Inc otherBrockenbrough otherOtherJan 19, 2016Feb 10, 2016
Samuel A. BraunEagle Asset Management Inc otherSalient Capital Advisors, LLC otherOtherJan 21, 2014Jan 13, 2014
Victoria Adair BoswellEagle Asset Management Inc otherRaymond James Financial Services Advisors, Inc otherOtherOct 22, 2013Aug 9, 2013
Robert Russell MarshallEagle Asset Management Inc otherDavenport & Company LLC otherOtherApr 17, 2013Feb 4, 2013
John Gwyn JordanEagle Asset Management Inc otherHeritage Wealth Advisors otherOtherSep 26, 2012Oct 9, 2012
Sita Marie MontiEagle Asset Management Inc otherAmeriprise Financial Services, LLC national BDOtherSep 8, 2006Mar 2, 2017 (3828 d)
Duane EatherlyEagle Asset Management Inc otherSunrise Wealth Management, LLC state registeredOtherNov 8, 2005Nov 12, 2025 (7309 d)
Thomas J BastianEagle Asset Management Inc otherBanc Of America Investment Services, Inc. unclassifiedOtherOct 8, 2002Aug 15, 2002
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13 moves match.