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 Eaglestone Wealth Advisors, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Tarun Mehta | Eaglestone Wealth Advisors, Inc. independent RIA | Onyx Bridge Wealth Group LLC independent RIA | RIA to RIA | Dec 19, 2025 | Sep 22, 2025 |
| Kevin C Moody | Eaglestone Wealth Advisors, Inc. independent RIA | Onyx Bridge Wealth Group LLC independent RIA | RIA to RIA | Dec 19, 2025 | Sep 18, 2025 |
| Daniel James Reeves | Eaglestone Wealth Advisors, Inc. independent RIA | Onyx Bridge Wealth Group LLC independent RIA | RIA to RIA | Dec 19, 2025 | Sep 17, 2025 |
| Joseph William Kantakevich | Eaglestone Wealth Advisors, Inc. independent RIA | Jwk Financial Group unclassified | Other | Nov 13, 2023 | Mar 11, 2014 |
| Kimberly Anne Vielhaber Greiwe | Eaglestone Wealth Advisors, Inc. independent RIA | Principal Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 16, 2022 | Dec 12, 2022 |
| Tamara Haskins | Eaglestone Wealth Advisors, Inc. other | Eagle Strategies LLC other | Other | Jul 11, 2014 | Dec 15, 2016 (888 d) |
| Paula Anne Landau | Eaglestone Wealth Advisors, Inc. other | Triton Wealth Management other | Other | Mar 17, 2014 | Mar 24, 2014 |
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7 moves match.