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 Eaglebrook Advisors
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 |
|---|---|---|---|---|---|
| James Matthew Mcconaghy | Sound Income Strategies, LLC independent RIA | Eaglebrook Advisors other | Other | Feb 3, 2025 | Mar 10, 2025 (35 d) |
| Joseph Orsini | Oppenheimer & Co. Inc. BD affiliated | Eaglebrook Advisors other | Other | Jul 17, 2020 | Feb 15, 2022 (578 d) |
| Tyrone V Ross | Noblebridge Wealth independent RIA | Eaglebrook Advisors other | Other | Jul 3, 2019 | Dec 4, 2019 (154 d) |
Page 1 of 1
3 moves match.