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 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Anna Elizabeth Schoor | Raymond James & Associates, Inc. national BD | Eudaimonia Advisors LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 12, 2020 | Mar 6, 2020 |
| Scott Elliott Poore | B Riley Wealth Management BD affiliated | Eudaimonia Advisors LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 24, 2019 | Sep 24, 2019 |
| James Anthony Parrish | B Riley Wealth Management BD affiliated | Eudaimonia Advisors LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 1, 2019 | Jul 30, 2019 |
| Jeannan Castleberry Brewer | B Riley Wealth Management other | Eudaimonia Advisors LLC no RAUM | Other | Jul 10, 2018 | Dec 18, 2019 (526 d) |
Page 1 of 1
4 moves match.