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 Management Group Inc.
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 |
|---|---|---|---|---|---|
| Randall Carlisle Newton | Crown Capital Securities, L.P. BD affiliated | Eagle Wealth Management Group Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 20, 2023 | Jul 7, 2024 (230 d) |
| Shane Patrick Snively | Crown Capital Securities, L.P. BD affiliated | Eagle Wealth Management Group Inc. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 20, 2023 | Oct 30, 2023 |
| Jared Paul Audette | Crown Capital Securities, L.P. BD affiliated | Eagle Wealth Management Group Inc. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 20, 2023 | Oct 30, 2023 |
| Douglas Ray Eagle | Crown Capital Securities, L.P. BD affiliated | Eagle Wealth Management Group Inc. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 12, 2023 | Jul 27, 2023 |
| Jordan Douglas Eagle | Crown Capital Securities, L.P. BD affiliated | Eagle Wealth Management Group Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 12, 2023 | Jan 1, 2025 (447 d) |
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5 moves match.