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RIA / WealthAdvisorCertified Financial Planner14 years in industry

Edward A Cheatham

Advisor at CAPTRUST

Lisle, IL

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Search this name across graphsid dfx:ria:d0a7d521-b48b-b19d-2601-240cc3ceb7d0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 13, 2012 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: CAPTRUST
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 8, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Feb 8, 2012
First registration: Jul 13, 2012
Dual registered: no
Other names: EDWARD ALAN CHEATHAM
IAPD individual key: 6016615

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
Captrust	Institutional manager	May 6, 2020	n/a	yes	Lisle, IL	Current employment
LAKESIDE WEALTH MANAGEMENT GROUP, LLC	Former SEC adviser	Mar 13, 2019	Jun 30, 2020	no	Lisle, IL\|CHESTERTON, IN	Previous registration
RCM WEALTH ADVISORS	Independent wealth	Mar 7, 2016	Apr 4, 2019	no	CHICAGO, IL	Previous registration
HERITAGE WEALTH MANAGEMENT, LLC	n/a	Jun 24, 2015	Apr 4, 2016	no	PALATINE, IL	Previous registration
B RILEY WEALTH MANAGEMENT	Former SEC adviser	Jan 9, 2015	Feb 29, 2016	no	Palatine, IL\|Chicago, IL	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	Jul 13, 2012	Jan 16, 2015	no	DOWNERS GROVE, IL	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
LAKESIDE WEALTH MANAGEMENT GROUP, LLC	Captrust	Jun 30, 2020	May 6, 2020	-55	Firm change after gap	Other
RCM WEALTH ADVISORS	LAKESIDE WEALTH MANAGEMENT GROUP, LLC	Apr 4, 2019	Mar 13, 2019	-22	Firm change	RIA to RIA
HERITAGE WEALTH MANAGEMENT, LLC	RCM WEALTH ADVISORS	Apr 4, 2016	Mar 7, 2016	-28	Firm change	Other
B RILEY WEALTH MANAGEMENT	HERITAGE WEALTH MANAGEMENT, LLC	Feb 29, 2016	Jun 24, 2015	-250	Firm change after gap	Other
PRINCIPAL SECURITIES, INC.	B RILEY WEALTH MANAGEMENT	Jan 16, 2015	Jan 9, 2015	-7	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
140271:175112:IN:2020-06-30	Jun 30, 2020	May 6, 2020	CHESTERTON, IN	Firm change after gap

Relationships

Registered with (6)

→ CAPTRUSTRegistered adviserregistration: current employment
May 6, 2020 to presentfactForm ADV
→ LAKESIDE WEALTH MANAGEMENT GROUP, LLCRegistered adviserregistration: previous registration
Mar 13, 2019 to Jun 30, 2020factForm ADV
→ RCM WEALTH ADVISORSRegistered adviserregistration: previous registration
Mar 7, 2016 to Apr 4, 2019factForm ADV
→ HERITAGE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 24, 2015 to Apr 4, 2016factForm ADV
→ B RILEY WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jan 9, 2015 to Feb 29, 2016factForm ADV
→ PRINCIPAL SECURITIES, INC.Registered adviserregistration: previous registration
Jul 13, 2012 to Jan 16, 2015factForm ADV

Dated events

No dated event names this entity yet.