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RIA / WealthAdvisor24 years in industry

EDWARD GERARD SIDDELL

Advisor at EGSI INVESTMENT MANAGEMENT

DUBLIN, OH

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Search this name across graphsid dfx:ria:7414799a-3cd7-d33a-587f-fad9fb886ecc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Apr 7, 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: EGSI INVESTMENT MANAGEMENT
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: Aug 1, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Apr 3, 2003
First registration: Apr 7, 2003
Dual registered: no
IAPD individual key: 4652777

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
EGSI INVESTMENT MANAGEMENT	Independent wealth	Jul 11, 2014	n/a	yes	DUBLIN, OH	Current employment
PROSPERITY CAPITAL ADVISORS	Independent wealth	Nov 17, 2011	Jul 10, 2015	no	DUBLIN, OH\|WESTLAKE, OH	Previous registration
ESTATE PLANNING PROFESSIONALS	Former SEC adviser	Nov 10, 2010	Jun 30, 2011	no	WESTERVILLE, OH	Previous registration
AMERICAN INVESTMENT SERVICES	Former SEC adviser	Oct 29, 2009	Jun 16, 2011	no	DUBLIN, OH	Previous registration
GREENBOOK INVESTMENT MANAGEMENT, INC.	n/a	Jan 7, 2005	Oct 19, 2010	no	DUBLIN, OH	Previous registration
XELAN FINANCIAL PLANNING, INC.	n/a	Aug 27, 2004	Dec 31, 2004	no	COLUMBUS, OH	Previous registration
XELAN FINANCIAL PLANNING, INC.	n/a	Apr 7, 2003	Jul 20, 2004	no	COLUMBUS, OH	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
PROSPERITY CAPITAL ADVISORS	EGSI INVESTMENT MANAGEMENT	Jul 10, 2015	Jul 11, 2014	-364	Firm change after gap	Other
ESTATE PLANNING PROFESSIONALS	PROSPERITY CAPITAL ADVISORS	Jun 30, 2011	Nov 17, 2011	140	Firm change	Other
AMERICAN INVESTMENT SERVICES	ESTATE PLANNING PROFESSIONALS	Jun 16, 2011	Nov 10, 2010	-218	Firm change after gap	Other
GREENBOOK INVESTMENT MANAGEMENT, INC.	AMERICAN INVESTMENT SERVICES	Oct 19, 2010	Oct 29, 2009	-355	Firm change after gap	Other
XELAN FINANCIAL PLANNING, INC.	GREENBOOK INVESTMENT MANAGEMENT, INC.	Dec 31, 2004	Jan 7, 2005	7	Firm change	Other

Relationships

Registered with (6)

→ EGSI INVESTMENT MANAGEMENTRegistered adviserregistration: current employment
Jul 11, 2014 to presentfactForm ADV
→ PROSPERITY CAPITAL ADVISORSRegistered adviserregistration: previous registration
Nov 17, 2011 to Jul 10, 2015factForm ADV
→ ESTATE PLANNING PROFESSIONALSRegistered adviserregistration: previous registration
Nov 10, 2010 to Jun 30, 2011factForm ADV
→ AMERICAN INVESTMENT SERVICESRegistered adviserregistration: previous registration
Oct 29, 2009 to Jun 16, 2011factForm ADV
→ GREENBOOK INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Jan 7, 2005 to Oct 19, 2010factForm ADV
→ XELAN FINANCIAL PLANNING, INC.Registered adviserregistration: previous registration
Aug 27, 2004 to Dec 31, 2004factForm ADV

Dated events

No dated event names this entity yet.