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 Eagle Financial 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.

AdvisorFromToTypeLeftRegistered
Matthew Thomas MarshFamilywealth mixed wealthEagle Financial Advisors, LLC independent RIARIA to RIASep 8, 2025Sep 18, 2025
Matt R GsellmanAegis Wealth Management, Inc. independent RIAEagle Financial Advisors, LLC independent RIARIA to RIAOct 6, 2020Nov 5, 2020
Carl Elgus HoweBrookstone Capital Management LLC independent RIAEagle Financial Advisors, LLC independent RIARIA to RIAJul 11, 2019Jul 12, 2019
David Eugene MillerNvest Wealth Strategies, Inc. otherEagle Financial Advisors, LLC independent RIAOtherJan 2, 2019Sep 25, 2019 (266 d)
Michael John BrandoneCalton & Associates, Inc. otherEagle Financial Advisors, LLC independent RIAOtherDec 22, 2014Sep 16, 2013
Thomas Gerard VendryesPark Avenue Securities LLC otherEagle Financial Advisors, LLC independent RIAOtherNov 18, 2010May 26, 2015 (1650 d)
David Michael DelektaUSA Financial Securities LLC otherEagle Financial Advisors, LLC independent RIAOtherApr 1, 2009Apr 16, 2021 (4398 d)
Sherri Lynette BrownSynergy Investment Group, LLC otherEagle Financial Advisors, LLC independent RIAOtherNov 14, 2008Apr 29, 2015 (2357 d)
Reginald Lowell BridgesWaddell & Reed otherEagle Financial Advisors, LLC independent RIAOtherApr 25, 2003Oct 17, 2014 (4193 d)
Page 1 of 1
9 moves match.