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 Eagle Wealth Strategies
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 |
|---|---|---|---|---|---|
| Paul Joseph Tully | Raymond James Financial Services Advisors, Inc BD affiliated | Eagle Wealth Strategies no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 12, 2023 | Apr 6, 2023 |
| Steffanie Ann Lerch | Raymond James Financial Services Advisors, Inc BD affiliated | Eagle Wealth Strategies no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 12, 2023 | Apr 18, 2023 |
| Christopher Thomas Tully | Raymond James Financial Services Advisors, Inc BD affiliated | Eagle Wealth Strategies no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 12, 2023 | Mar 27, 2023 |
| Jessica Lynn Ortega | Raymond James Financial Services Advisors, Inc BD affiliated | Eagle Wealth Strategies no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 12, 2023 | Apr 18, 2023 |
| Ryan E Miller | Raymond James Financial Services Advisors, Inc BD affiliated | Eagle Wealth Strategies no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 12, 2023 | Apr 6, 2023 |
| David Steven Koehler | Raymond James Financial Services Advisors, Inc BD affiliated | Eagle Wealth Strategies no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 12, 2023 | Apr 18, 2023 |
| Melissa Lynn Phillips | Raymond James Financial Services Advisors, Inc BD affiliated | Eagle Wealth Strategies no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 12, 2023 | Apr 18, 2023 |
| Erin Marie Fago | Raymond James Financial Services Advisors, Inc BD affiliated | Eagle Wealth Strategies no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 12, 2023 | Apr 6, 2023 |
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8 moves match.