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 Eastsound Capital Advisors, 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 |
|---|---|---|---|---|---|
| Eric Paul Butler | Tactive Advisors, LLC mixed wealth | Eastsound Capital Advisors, LLC independent RIA | RIA to RIA | Aug 27, 2024 | Jun 27, 2024 |
| Clifton Willoughby Hume | Sowell Management independent RIA | Eastsound Capital Advisors, LLC independent RIA | RIA to RIA | Oct 31, 2023 | Oct 18, 2023 |
| James Michael Mcevoy | International Asset Management independent RIA | Eastsound Capital Advisors, LLC independent RIA | RIA to RIA | Jan 6, 2023 | Sep 9, 2026 (1342 d) |
| Gregory Syler | Pacific Fortune Management Inc no RAUM | Eastsound Capital Advisors, LLC independent RIA | Other | Feb 21, 2019 | Oct 22, 2020 (609 d) |
| Mark Genaro Valencia Taylan | Sowell Management independent RIA | Eastsound Capital Advisors, LLC independent RIA | RIA to RIA | May 1, 2018 | Apr 20, 2018 |
| David Donald Moenning | Sowell Management other | Eastsound Capital Advisors, LLC independent RIA | Other | Feb 13, 2018 | May 17, 2019 (458 d) |
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6 moves match.