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 Vance Wateroak 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
Robert E OverallWater Oak Advisors, LLC independent RIAEaton Vance Wateroak Advisors independent RIARIA to RIADec 11, 2020Dec 14, 2020
Scott J MacaioneWater Oak Advisors, LLC independent RIAEaton Vance Wateroak Advisors independent RIARIA to RIADec 11, 2020Dec 17, 2020
Ron W HensonWater Oak Advisors, LLC independent RIAEaton Vance Wateroak Advisors independent RIARIA to RIADec 11, 2020Dec 11, 2020
Gregory J MendozaWater Oak Advisors, LLC independent RIAEaton Vance Wateroak Advisors independent RIARIA to RIADec 11, 2020Jan 28, 2021 (48 d)
Stephen Armfield CurleyWater Oak Advisors, LLC independent RIAEaton Vance Wateroak Advisors independent RIARIA to RIADec 11, 2020Dec 14, 2020
Vivien JohnsonWater Oak Advisors, LLC independent RIAEaton Vance Wateroak Advisors independent RIARIA to RIADec 11, 2020Dec 8, 2020
Jeffrey L ScangaWater Oak Advisors, LLC independent RIAEaton Vance Wateroak Advisors independent RIARIA to RIADec 11, 2020Dec 10, 2020
Bradley R LacoreWater Oak Advisors, LLC independent RIAEaton Vance Wateroak Advisors independent RIARIA to RIADec 11, 2020Dec 11, 2020
Brandon Joseph SchwabJ.P. Morgan Securities LLC wirehouseEaton Vance Wateroak Advisors independent RIAWirehouse to independent RIAAug 1, 2018Jan 29, 2019 (181 d)
William Calvin BeattieEdelman Financial Services, LLC BD affiliatedEaton Vance Wateroak Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJun 6, 2018Jul 9, 2018 (33 d)
Jennifer A EustanceBoston Financial Management LLC independent RIAEaton Vance Wateroak Advisors independent RIARIA to RIAJun 6, 2018Jul 30, 2018 (54 d)
James A GilloranArgent Wealth Management, LLC otherEaton Vance Wateroak Advisors independent RIAOtherJul 27, 2017Mar 26, 2019 (607 d)
David C. MccabeEaton Vance Management otherEaton Vance Wateroak Advisors otherOtherMar 7, 2012Mar 8, 2012
Deborah Watson MosesDws Investment Management Americas, Inc. otherEaton Vance Wateroak Advisors otherOtherJul 22, 2004Aug 19, 2004
George W SaltonstallDws Investment Management Americas, Inc. otherEaton Vance Wateroak Advisors otherOtherJan 12, 2004Aug 19, 2004 (220 d)
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15 moves match.