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 Eckman Wealth Management, LLC
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 |
|---|---|---|---|---|---|
| Melvin C Nnabuife | Eckman Wealth Management, LLC state registered | Morgan Stanley wirehouse | Other | Sep 26, 2024 | Sep 24, 2024 |
| Edward H Prince | Eckman Wealth Management, LLC state registered | Moloney Securities Asset Management LLC other | Other | Sep 15, 2016 | Dec 20, 2016 (96 d) |
| Aaron Joseph Pickert | Eckman Wealth Management, LLC state registered | Stewardship Capital other | Other | Oct 9, 2015 | Jan 8, 2016 (91 d) |
Page 1 of 1
3 moves match.