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 Bay Family Office
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 |
|---|---|---|---|---|---|
| David Zale | Zale Capital Management, L.P. unclassified | Eagle Bay Family Office independent RIA | Other | Oct 9, 2023 | Jun 27, 2023 |
| Jason Michael Alonzo | Bouchey Financial Group Ltd independent RIA | Eagle Bay Family Office independent RIA | RIA to RIA | Mar 15, 2022 | Sep 9, 2022 (178 d) |
| George Crossan Seybolt | Wells Fargo Advisors wirehouse | Eagle Bay Family Office independent RIA | Wirehouse to independent RIA | Feb 26, 2020 | Sep 17, 2021 (569 d) |
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3 moves match.