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
Arrivals at Eagle Asset Management 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 |
|---|---|---|---|---|---|
| James Patrick Mcfadden | Cmg Capital Management Group, Inc. other | Eagle Asset Management Inc other | Other | Nov 9, 2015 | Nov 9, 2017 (731 d) |
| Joseph Walter Centofonti | Raymond James Financial Services Advisors, Inc other | Eagle Asset Management Inc other | Other | Dec 4, 2013 | Jul 28, 2014 (236 d) |
| Samuel A. Braun | Private Vista, LLC other | Eagle Asset Management Inc other | Other | Jun 15, 2010 | Aug 29, 2011 (440 d) |
| Victoria Adair Boswell | Wood Asset Management LLC other | Eagle Asset Management Inc other | Other | May 28, 2010 | Sep 29, 2010 (124 d) |
| Steven Barton Gilbert | Heritage Asset Management Inc unclassified | Eagle Asset Management Inc other | Other | Nov 10, 2008 | Nov 6, 2008 |
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5 moves match.