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RIA / WealthAdvisor26 years in industry

FRANCIS EDWIN EDSALL

Advisor at 10/28 WEALTH MANAGEMENT LLC

OCEANSIDE, CA

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Search this name across graphsid dfx:ria:2a7759c5-674d-3b8e-7bba-e21f48f77e5c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Dec 19, 2003 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: 10/28 WEALTH MANAGEMENT LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 15, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom 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|S66
First exam: Sep 15, 2000
First registration: Dec 19, 2003
Dual registered: no
Other names: FRANCIS EDWIN EDSALL III|FRANK EDWIN EDSALL|FRANCIS EDWIN EDSALL III
IAPD individual key: 4187744

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
10/28 WEALTH MANAGEMENT LLC	State registered	Jul 13, 2026	n/a	yes	OCEANSIDE, CA	Current employment
PRESIDIO CAPITAL MANAGEMENT, LLC	Independent wealth	Aug 21, 2025	Apr 30, 2026	no	SAN DIEGO, CA	Previous registration
VIRTUS INVESTMENT ADVISERS, LLC	Asset manager	Nov 19, 2018	Jun 30, 2025	no	OCEANSIDE, CA\|TEMECULA, CA\|HARTFORD, CT	Previous registration
VIRTUS CAPITAL ADVISERS, LLC	Other adviser	Apr 24, 2015	Nov 19, 2018	no	TEMECULA, CA\|HARTFORD, CT	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Dec 19, 2003	Nov 4, 2004	no	SAN DIEGO, CA	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
PRESIDIO CAPITAL MANAGEMENT, LLC	10/28 WEALTH MANAGEMENT LLC	Apr 30, 2026	Jul 13, 2026	74	Firm change	RIA to state RIA
VIRTUS INVESTMENT ADVISERS, LLC	PRESIDIO CAPITAL MANAGEMENT, LLC	Jun 30, 2025	Aug 21, 2025	52	Firm change	Other
VIRTUS CAPITAL ADVISERS, LLC	VIRTUS INVESTMENT ADVISERS, LLC	Nov 19, 2018	Nov 19, 2018	0	Channel change	Other
UBS FINANCIAL SERVICES INC.	VIRTUS CAPITAL ADVISERS, LLC	Nov 4, 2004	Apr 24, 2015	3,823	Firm change after gap	Other

Team moves

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

Team	Left	Joined	From	Kind
107346:106982:CT:2018-11-19	Nov 19, 2018	Nov 19, 2018	HARTFORD, CT	Firm change

Relationships

Registered with (5)

→ 10/28 WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Jul 13, 2026 to presentfactForm ADV
→ PRESIDIO CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 21, 2025 to Apr 30, 2026factForm ADV
→ VIRTUS INVESTMENT ADVISERS, LLCRegistered adviserregistration: previous registration
Nov 19, 2018 to Jun 30, 2025factForm ADV
→ VIRTUS CAPITAL ADVISERS, LLCRegistered adviserregistration: previous registration
Apr 24, 2015 to Nov 19, 2018factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Dec 19, 2003 to Nov 4, 2004factForm ADV

Dated events

Occurred
Apr 30, 2026
Advisor changed firm
Francis Edwin Edsall left Presidio Capital Management, Llc for 10/28 Wealth Management Llc (registered 2026-07-13)
Form ADVobserved 6 days ago
Occurred
Jun 30, 2025
Advisor changed firm
Francis Edwin Edsall left Virtus Investment Advisers, Llc for Presidio Capital Management, Llc (registered 2025-08-21)
Form ADVobserved 6 days ago