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 Eaglestone Wealth Advisors, 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 |
|---|---|---|---|---|---|
| Kevin C Moody | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Eaglestone Wealth Advisors, Inc. independent RIA | Wirehouse to independent RIA | Jan 18, 2022 | Jan 27, 2022 |
| Joseph William Kantakevich | Triad Advisors, LLC other | Eaglestone Wealth Advisors, Inc. other | Other | Mar 12, 2014 | Jan 8, 2013 |
| Paula Anne Landau | Triton Wealth Management other | Eaglestone Wealth Advisors, Inc. other | Other | Dec 6, 2013 | Jan 8, 2013 |
| Tamara Haskins | The Retirement Group, LLC other | Eaglestone Wealth Advisors, Inc. other | Other | Nov 3, 2011 | Oct 18, 2013 (715 d) |
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4 moves match.