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 Eaton-Cambridge 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 |
|---|---|---|---|---|---|
| Brian Austin Hagan | Johnson Wealth Management, LLC independent RIA | Eaton-Cambridge Inc. independent RIA | RIA to RIA | Mar 25, 2024 | Mar 10, 2023 |
| Nathan Bergstrom | Edelman Financial Engines mixed wealth | Eaton-Cambridge Inc. independent RIA | RIA to RIA | Oct 19, 2021 | Oct 25, 2021 |
| Marc T Giannone | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Eaton-Cambridge Inc. other | Other | May 7, 2012 | May 22, 2012 |
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3 moves match.