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RIA / WealthAdvisor31 years in industry

ERIC WAYNE BABCOCK

Advisor at VERTRIX WEALTH MANAGEMENT, LLC

TROY, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1f87dee7-ab2a-0466-0c8b-b8f6a905f5ca

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 23, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VERTRIX WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 12, 1994earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Dec 12, 1994
First registration: Apr 23, 2010
Dual registered: no
Other names: ERIC W BABCOCK
IAPD individual key: 2549938

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VERTRIX WEALTH MANAGEMENT, LLC	Independent wealth	Jan 20, 2026	n/a	yes	TROY, MI	Current employment
GREYSTONE FINANCIAL GROUP, LLC	Independent wealth	Sep 16, 2020	Jan 21, 2026	no	Bloomfield Hills, MI\|Troy, MI	Previous registration
POLARIS WEALTH ADVISORY GROUP	Former SEC adviser	Dec 7, 2015	Aug 6, 2020	no	tROY, MI	Previous registration
POLARIS GREYSTONE ADVISORY GROUP, LLC	Former SEC adviser	Dec 11, 2014	Dec 31, 2015	no	TROY, MI	Previous registration
GREYSTONE FINANCIAL GROUP, INC.	Former SEC adviser	Apr 23, 2010	Dec 31, 2015	no	TROY, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GREYSTONE FINANCIAL GROUP, LLC	VERTRIX WEALTH MANAGEMENT, LLC	Jan 21, 2026	Jan 20, 2026	-1	Firm change	RIA to new firm
POLARIS WEALTH ADVISORY GROUP	GREYSTONE FINANCIAL GROUP, LLC	Aug 6, 2020	Sep 16, 2020	41	Firm change	RIA to RIA
GREYSTONE FINANCIAL GROUP, INC.	POLARIS GREYSTONE ADVISORY GROUP, LLC	Dec 31, 2015	Dec 11, 2014	-385	Firm change after gap	Other
POLARIS GREYSTONE ADVISORY GROUP, LLC	POLARIS WEALTH ADVISORY GROUP	Dec 31, 2015	Dec 7, 2015	-24	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
306595:339547:MI:2026-01-21	Jan 21, 2026	Jan 20, 2026	TROY, MI	Firm change
158718:306595:MI:2020-08-06	Aug 6, 2020	Sep 16, 2020	TROY, MI	Firm change
112683:171405:MI:2015-12-31	Dec 31, 2015	Dec 11, 2014	TROY, MI	Firm change after gap

Relationships

Registered with (5)

→ VERTRIX WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jan 20, 2026 to presentfactForm ADV
→ GREYSTONE FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Sep 16, 2020 to Jan 21, 2026factForm ADV
→ POLARIS WEALTH ADVISORY GROUPRegistered adviserregistration: previous registration
Dec 7, 2015 to Aug 6, 2020factForm ADV
→ GREYSTONE FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Apr 23, 2010 to Dec 31, 2015factForm ADV
→ POLARIS GREYSTONE ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
Dec 11, 2014 to Dec 31, 2015factForm ADV

Dated events

Occurred
Jan 21, 2026
Advisor changed firm
Eric Wayne Babcock left Greystone Financial Group, Llc for Vertrix Wealth Management, Llc (registered 2026-01-20)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1f87dee7-ab2a-0466-0c8b-b8f6a905f5ca
First observed: Apr 23, 2010
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ERIC WAYNE BABCOCK

Advisor at VERTRIX WEALTH MANAGEMENT, LLC

TROY, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1f87dee7-ab2a-0466-0c8b-b8f6a905f5ca

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:59 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

VERTRIX WEALTH MANAGEMENT, LLC

Independent wealth

Jan 20, 2026

n/a

yes

TROY, MI

Current employment

GREYSTONE FINANCIAL GROUP, LLC

Independent wealth

Sep 16, 2020

Jan 21, 2026

Bloomfield Hills, MI|Troy, MI

Previous registration

POLARIS WEALTH ADVISORY GROUP

Former SEC adviser

Dec 7, 2015

Aug 6, 2020

tROY, MI

Previous registration

POLARIS GREYSTONE ADVISORY GROUP, LLC

Former SEC adviser

Dec 11, 2014

Dec 31, 2015

TROY, MI

Previous registration

GREYSTONE FINANCIAL GROUP, INC.

Former SEC adviser

Apr 23, 2010

Dec 31, 2015

TROY, MI

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

GREYSTONE FINANCIAL GROUP, LLC

VERTRIX WEALTH MANAGEMENT, LLC

Jan 21, 2026

Jan 20, 2026

-1

Firm change

RIA to new firm

POLARIS WEALTH ADVISORY GROUP

GREYSTONE FINANCIAL GROUP, LLC

Aug 6, 2020

Sep 16, 2020

Firm change

RIA to RIA

GREYSTONE FINANCIAL GROUP, INC.

POLARIS GREYSTONE ADVISORY GROUP, LLC

Dec 31, 2015

Dec 11, 2014

-385

Firm change after gap

Other

POLARIS GREYSTONE ADVISORY GROUP, LLC

POLARIS WEALTH ADVISORY GROUP

Dec 31, 2015

Dec 7, 2015

-24

Firm change

Other

Team

Left

Joined

From

Kind

306595:339547:MI:2026-01-21

Jan 21, 2026

Jan 20, 2026

TROY, MI

Firm change

158718:306595:MI:2020-08-06

Aug 6, 2020

Sep 16, 2020

TROY, MI

Firm change

112683:171405:MI:2015-12-31

Dec 31, 2015

Dec 11, 2014

TROY, MI

Firm change after gap