DFX Intelligence
Advisor moves
Arrivals at Eagle Bluffs 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Edgerly Perreault Roberts | Wells Fargo Advisors wirehouse | Eagle Bluffs Wealth Management LLC independent RIA | Wirehouse to independent RIA | Jul 17, 2014 | Mar 29, 2021 (2447 d) |
| Jessica Marguerite Humble | Stifel, Nicolaus & Company, Incorporated national BD | Eagle Bluffs Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 14, 2008 | Aug 25, 2020 (4486 d) |
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2 moves match.