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 Eckman Wealth Management, LLC
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 |
|---|---|---|---|---|---|
| Melvin C Nnabuife | Fisher Investments independent RIA | Eckman Wealth Management, LLC state registered | RIA to a state-registered adviser | Apr 10, 2023 | Jun 7, 2024 (424 d) |
| Sasha Harway Antman | Thrive Portfolios state registered | Eckman Wealth Management, LLC state registered | Other | Oct 14, 2022 | Oct 6, 2024 (723 d) |
| Aaron Joseph Pickert | Novadius Wealth Management independent RIA | Eckman Wealth Management, LLC state registered | RIA to a state-registered adviser | Apr 14, 2015 | Apr 14, 2015 |
| Daryl David Eckman | First Financial Equity Corporation other | Eckman Wealth Management, LLC state registered | Other | Jan 31, 2012 | Feb 3, 2012 |
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4 moves match.