DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)32 years in industry

ROBERT WADE ELDRIDGE

Advisor at CONSOLIDATED PORTFOLIO REVIEW CORP

Golden, CO | WOODBURY, NY

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:c2f70d9a-0d75-936a-240e-6ccccd5bf4a6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Apr 27, 2004 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: CONSOLIDATED PORTFOLIO REVIEW CORP
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: Jan 21, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Jan 21, 1994
First registration: Apr 27, 2004
Dual registered: yes, broker-dealer
Other names: ROBERT WADE JR ELDRIDGE|ROBERT WADE ELDRIDGE|BOB ELDRIDGE
IAPD individual key: 2409686

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
CONSOLIDATED PORTFOLIO REVIEW CORP	Independent wealth	Jan 10, 2025	n/a	yes	WOODBURY, NY\|Golden, CO	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jan 28, 2022	Oct 8, 2024	no	BOULDER, CO	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 28, 2017	Feb 4, 2022	no	DENVER, CO\|DENVER, CO\|BOULDER, CO\|BOULDER, CO\|LONGMONT, CO\|LONGMONT, CO\|BOULDER, CO\|BOULDER, CO\|BROOMFIELD, CO\|BOULDER, CO\|LOUISVILLE, CO\|BROOMFIELD, CO\|BOULDER, CO\|LONGMONT, CO\|LONGMONT, CO	Previous registration
MORGAN STANLEY	Wirehouse	Jun 4, 2014	Jul 31, 2017	no	Denver, CO	Previous registration
VARIABLE ASSET MANAGEMENT, INC.	n/a	Apr 27, 2004	Oct 17, 2005	no	GREENWOOD VILLAGE, CO	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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CONSOLIDATED PORTFOLIO REVIEW CORP	Oct 8, 2024	Jan 10, 2025	94	Firm change	Wirehouse to RIA
WELLS FARGO ADVISORS	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Feb 4, 2022	Jan 28, 2022	-7	Firm change	Wirehouse to wirehouse
MORGAN STANLEY	WELLS FARGO ADVISORS	Jul 31, 2017	Jul 28, 2017	-3	Firm change	Wirehouse to wirehouse
VARIABLE ASSET MANAGEMENT, INC.	MORGAN STANLEY	Oct 17, 2005	Jun 4, 2014	3,152	Firm change after gap	Other

Relationships

Registered with (5)

→ CONSOLIDATED PORTFOLIO REVIEW CORPRegistered adviserregistration: current employment
Jan 10, 2025 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jan 28, 2022 to Oct 8, 2024factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 28, 2017 to Feb 4, 2022factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 4, 2014 to Jul 31, 2017factForm ADV
→ VARIABLE ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Apr 27, 2004 to Oct 17, 2005factForm ADV

Dated events

Occurred
Oct 8, 2024
Advisor changed firm
Robert Wade Eldridge left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Consolidated Portfolio Review Corp (registered 2025-01-10)
Form ADVobserved 6 days ago
Occurred
Feb 4, 2022
Advisor changed firm
Robert Wade Eldridge left Wells Fargo Advisors for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2022-01-28)
Form ADVobserved 6 days ago