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 Wealth 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
Jon R LeeEagle Wealth Advisors independent RIAAccurate Wealth Management, LLC independent RIARIA to RIAFeb 1, 2024Jun 24, 2022
Eric NewmanEagle Wealth Advisors independent RIADominari Securities LLC independent RIARIA to RIAAug 2, 2021Mar 11, 2024 (952 d)
Gianni A ValentiEagle Wealth Advisors independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 6, 2020Oct 26, 2020
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3 moves match.