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 Wateroak Advisors

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
George W SaltonstallEaton Vance Wateroak Advisors independent RIACorient independent RIARIA to RIAOct 11, 2022Dec 13, 2022 (63 d)
David C. MccabeEaton Vance Wateroak Advisors independent RIACorient independent RIARIA to RIAOct 11, 2022Dec 14, 2023 (429 d)
Jennifer A EustanceEaton Vance Wateroak Advisors independent RIACorient independent RIARIA to RIAOct 11, 2022Oct 12, 2022
James A GilloranEaton Vance Wateroak Advisors independent RIACorient independent RIARIA to RIAOct 11, 2022Oct 12, 2022
Robert H. BortnickEaton Vance Wateroak Advisors independent RIACorient independent RIARIA to RIAOct 5, 2022Oct 4, 2022
Robert E OverallEaton Vance Wateroak Advisors independent RIAPathstone independent RIARIA to RIAMay 24, 2022Jul 19, 2022 (56 d)
Scott J MacaioneEaton Vance Wateroak Advisors independent RIAPathstone independent RIARIA to RIAMay 24, 2022Jun 15, 2022
Gregory J MendozaEaton Vance Wateroak Advisors independent RIAPathstone independent RIARIA to RIAMay 24, 2022Jul 1, 2022 (38 d)
Vivien JohnsonEaton Vance Wateroak Advisors independent RIAPathstone independent RIARIA to RIAMay 24, 2022Jun 15, 2022
Jeffrey L ScangaEaton Vance Wateroak Advisors independent RIAPathstone independent RIARIA to RIAMay 24, 2022Jun 14, 2022
Bradley R LacoreEaton Vance Wateroak Advisors independent RIAPathstone independent RIARIA to RIAMay 24, 2022Jun 20, 2022
Ron W HensonEaton Vance Wateroak Advisors independent RIAPathstone independent RIARIA to RIAMay 17, 2022Jun 20, 2022 (34 d)
Brandon Joseph SchwabEaton Vance Wateroak Advisors independent RIAF L Putnam Investment Management Co. independent RIARIA to RIASep 8, 2021Feb 2, 2022 (147 d)
Stephen Armfield CurleyEaton Vance Wateroak Advisors independent RIA55 North Private Wealth independent RIARIA to RIAJul 20, 2021Apr 23, 2024 (1008 d)
William Calvin BeattieEaton Vance Wateroak Advisors independent RIAUnited Capital Financial Advisors BD affiliatedRIA to affiliated broker-dealer or bankJul 1, 2021Jul 13, 2021
Deborah Watson MosesEaton Vance Wateroak Advisors otherMorgan Stanley wirehouseOtherFeb 17, 2016Dec 22, 2017 (674 d)
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16 moves match.