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 Financial Advisors, 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 |
|---|---|---|---|---|---|
| Carl Elgus Howe | Eagle Financial Advisors, LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 8, 2023 | Jul 13, 2023 (155 d) |
| Matt R Gsellman | Eagle Financial Advisors, LLC independent RIA | Iams Wealth Management, LLC independent RIA | RIA to RIA | Apr 18, 2022 | Jul 27, 2022 (100 d) |
| Christopher Orval Brace | Eagle Financial Advisors, LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Jan 4, 2019 | Jan 1, 2025 (2189 d) |
| Andrew C Brace | Eagle Financial Advisors, LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Jan 4, 2019 | Jan 1, 2025 (2189 d) |
| Reginald Lowell Bridges | Eagle Financial Advisors, LLC independent RIA | Mutual Of Omaha Investor Services, Inc. no RAUM | Other | Dec 11, 2018 | Jan 11, 2019 (31 d) |
| Lance Lipoufski | Eagle Financial Advisors, LLC independent RIA | Noble Advisory Group LLC state registered | RIA to a state-registered adviser | Feb 2, 2016 | Feb 4, 2016 |
| Sherri Lynette Brown | Eagle Financial Advisors, LLC independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Aug 28, 2015 | May 8, 2017 (619 d) |
| Michael John Brandone | Eagle Financial Advisors, LLC independent RIA | Simplyria Advisor Network other | Other | May 26, 2015 | May 22, 2017 (727 d) |
| Gregory Jay Pitts | Eagle Financial Advisors, LLC independent RIA | United Advisors America independent RIA | RIA to RIA | Oct 29, 2014 | May 20, 2024 (3491 d) |
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9 moves match.