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 East Bay Investment Solutions
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 |
|---|---|---|---|---|---|
| Alexander Kluesner | Focus Partners Wealth, LLC independent RIA | East Bay Investment Solutions state registered | RIA to a state-registered adviser | Feb 14, 2025 | Feb 14, 2025 |
| Eric Michael Stein | Choreo, LLC other | East Bay Investment Solutions state registered | Other | Dec 7, 2016 | Jan 25, 2019 (779 d) |
| Mario Anthony Nardone | Morris Financial Concepts, Inc. other | East Bay Investment Solutions state registered | Other | Aug 15, 2013 | Jan 30, 2014 (168 d) |
Page 1 of 1
3 moves match.