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'S Crest 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 |
|---|---|---|---|---|---|
| Maurice Simpson Linton | Schwab Wealth Advisory, Inc. no RAUM | Eagle'S Crest Advisors, LLC independent RIA | Other | Jun 16, 2026 | Jun 25, 2026 |
| Imtiyaz Muhamed Nathoo | Schwab Wealth Advisory, Inc. no RAUM | Eagle'S Crest Advisors, LLC independent RIA | Other | Mar 25, 2026 | Apr 17, 2026 |
| Abel Lukose Oonnoonny | Oppenheimer & Co. Inc. BD affiliated | Eagle'S Crest Advisors, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 2, 2025 | Apr 28, 2025 |
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3 moves match.