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 Eagles Coast Wealth Management, 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 StoneSandlapper Wealth Management, LLC independent RIAEagles Coast Wealth Management, LLC independent RIARIA to RIANov 1, 2018Oct 31, 2018
Cheryl C BlakeySantander Securities BD affiliatedEagles Coast Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 5, 2018Oct 9, 2019 (369 d)
Paul S MartinSandlapper Wealth Management, LLC independent RIAEagles Coast Wealth Management, LLC independent RIARIA to RIANov 20, 2017Sep 4, 2018 (288 d)
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3 moves match.