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 Eudaimonia Partners, 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 |
|---|---|---|---|---|---|
| John Currier Goodson | Eudaimonia Partners, LLC independent RIA | Kingswood Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 2, 2025 | Aug 15, 2024 |
| Christopher Allan Cooley | Eudaimonia Partners, LLC independent RIA | Kingswood Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 2, 2025 | Jul 8, 2024 |
| Gregory Lewis Stephens | Eudaimonia Partners, LLC independent RIA | Kingswood Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 2, 2025 | Jul 3, 2024 |
| Christopher Paige Scarborough | Eudaimonia Partners, LLC independent RIA | Kingswood Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 2, 2025 | Sep 30, 2024 |
| Keith Earl Spelmon | Eudaimonia Partners, LLC independent RIA | Kingswood Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 2, 2025 | Jul 1, 2024 |
| Todd Joseph Meucci | Eudaimonia Partners, LLC independent RIA | Kingswood Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 2, 2025 | Jul 17, 2024 |
| Scott Michael Bremus | Eudaimonia Partners, LLC independent RIA | San Blas Advisory, Inc. independent RIA | RIA to RIA | Apr 2, 2025 | Mar 31, 2025 |
| Jason Parker | Eudaimonia Partners, LLC independent RIA | Kingswood Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 2, 2025 | Jul 3, 2024 |
| Seth Waltman | Eudaimonia Partners, LLC independent RIA | Kingswood Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 2, 2025 | Jul 2, 2024 |
| Alexander Jones | Eudaimonia Partners, LLC independent RIA | Kingswood Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 2, 2025 | Jun 23, 2025 (82 d) |
| James Andrew Buckner | Eudaimonia Partners, LLC independent RIA | Kingswood Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 2, 2025 | Aug 8, 2024 |
| Edward Brett Lewis | Eudaimonia Partners, LLC independent RIA | Agp Franklin, LLC no RAUM | RIA to a newly registered adviser | Sep 3, 2024 | Sep 3, 2024 |
| Michael Hakerem | Eudaimonia Partners, LLC independent RIA | Kingswood Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 3, 2024 | Sep 3, 2024 |
| Richard Cavanagh Mcelroy | Eudaimonia Partners, LLC independent RIA | Kingswood Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 3, 2024 | Oct 1, 2024 |
| John Shao | Eudaimonia Partners, LLC independent RIA | Summitas Investment Management LLC no RAUM | RIA to a newly registered adviser | Jul 1, 2024 | May 8, 2024 |
| Michael Walter Kreimer | Eudaimonia Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Nov 1, 2023 | Nov 1, 2023 |
| Edward C G Tyree | Eudaimonia Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Nov 1, 2023 | Nov 1, 2023 |
| Melissa Renee Evans | Eudaimonia Partners, LLC independent RIA | Sagespring Wealth Partners independent RIA | RIA to RIA | Sep 26, 2022 | Apr 6, 2022 |
| Erik Robert Flegal | Eudaimonia Partners, LLC independent RIA | Imprint Wealth LLC independent RIA | RIA to RIA | Sep 23, 2022 | Apr 9, 2024 (564 d) |
| Kenneth Lake Pipkin | Eudaimonia Partners, LLC independent RIA | Imprint Wealth LLC independent RIA | RIA to RIA | Jul 22, 2022 | Jan 17, 2023 (179 d) |
| Tye Lake Pipkin | Eudaimonia Partners, LLC independent RIA | Imprint Wealth LLC no RAUM | RIA to a newly registered adviser | Jul 22, 2022 | Jul 19, 2022 |
| Joseph Gerard Mcquaid | Eudaimonia Partners, LLC independent RIA | Imprint Wealth LLC no RAUM | RIA to a newly registered adviser | Jun 1, 2022 | Jul 15, 2022 (44 d) |
| Tyler M Almeida | Eudaimonia Partners, LLC independent RIA | Crew Capital Management, Ltd. independent RIA | RIA to RIA | Dec 8, 2021 | Jan 1, 2026 (1485 d) |
| Lamartine Griffin Hardman | Eudaimonia Partners, LLC independent RIA | Resurgent Advisors independent RIA | RIA to RIA | Aug 19, 2019 | Jan 3, 2020 (137 d) |
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24 moves match.