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 Eudaimonia Partners, 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
Alexander JonesGuardian Strategic Wealth Planners unclassifiedEudaimonia Partners, LLC independent RIAOtherOct 27, 2022Jan 4, 2022
Christopher Allan CooleyRaymond James Financial Services Advisors, Inc BD affiliatedEudaimonia Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 23, 2022May 9, 2022
Scott Michael BremusHamilton Investment Counsel, LLC independent RIAEudaimonia Partners, LLC independent RIARIA to RIANov 8, 2021Feb 7, 2022 (91 d)
Melissa Renee EvansSagespring Wealth Partners independent RIAEudaimonia Partners, LLC independent RIARIA to RIAJun 29, 2021Jan 12, 2021
John ShaoJohn Shao Portfolio Management, Inc. otherEudaimonia Partners, LLC independent RIAOtherDec 15, 2020Jul 20, 2020
Joseph Gerard McquaidWealthshield LLC asset managerEudaimonia Partners, LLC independent RIAOtherSep 18, 2020Dec 23, 2020 (96 d)
Edward Brett LewisMorgan Stanley wirehouseEudaimonia Partners, LLC independent RIAWirehouse to independent RIASep 9, 2020Sep 16, 2020
Jason ParkerB Riley Wealth Management BD affiliatedEudaimonia Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 13, 2019Dec 6, 2019
James Andrew BucknerB Riley Wealth Management BD affiliatedEudaimonia Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 13, 2019Jan 3, 2020
Edward C G TyreeRBC Capital Markets, LLC national BDEudaimonia Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 5, 2019Dec 10, 2019 (35 d)
Kenneth Lake PipkinIndependent Financial Partners BD affiliatedEudaimonia Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 15, 2019Feb 15, 2019 (31 d)
Erik Robert FlegalWells Fargo Advisors wirehouseEudaimonia Partners, LLC independent RIAWirehouse to independent RIAJan 9, 2019Feb 1, 2019
Tye Lake PipkinIndependent Financial Partners BD affiliatedEudaimonia Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 27, 2018Feb 1, 2019 (36 d)
Christopher Paige ScarboroughB Riley Wealth Management BD affiliatedEudaimonia Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 4, 2018Feb 8, 2019 (66 d)
Michael HakeremHayden Royal independent RIAEudaimonia Partners, LLC independent RIARIA to RIAOct 4, 2018Nov 16, 2018 (43 d)
Richard Cavanagh McelroyHayden Royal independent RIAEudaimonia Partners, LLC independent RIARIA to RIAOct 4, 2018Oct 31, 2018
Tyler M AlmeidaWells Fargo Advisors wirehouseEudaimonia Partners, LLC independent RIAWirehouse to independent RIAOct 4, 2018Nov 30, 2018 (57 d)
Michael Walter KreimerRaymond James Financial Services Advisors, Inc BD affiliatedEudaimonia Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 2, 2018Oct 31, 2018
Keith Earl SpelmonWells Fargo Advisors wirehouseEudaimonia Partners, LLC otherOtherOct 26, 2016Nov 1, 2016
Lamartine Griffin HardmanWells Fargo Advisors wirehouseEudaimonia Partners, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Sep 14, 2016Sep 15, 2016
Gregory Lewis StephensWells Fargo Advisors wirehouseEudaimonia Partners, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Sep 14, 2016Sep 15, 2016
Seth WaltmanWells Fargo Advisors wirehouseEudaimonia Partners, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Sep 14, 2016Sep 15, 2016
John Currier GoodsonHayden Royal otherEudaimonia Partners, LLC no RAUMOtherAug 5, 2016Jul 1, 2016
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23 moves match.