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RIA / WealthAdvisorCertified Financial Planner21 years in industry

ERIC SCOTT ROSS

Advisor at F2 WEALTH

CINCINNATI, OH

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Search this name across graphsid dfx:ria:d9028e71-2bc0-520b-d773-b006ee883790

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 7, 2005 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: F2 WEALTH
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: Jan 6, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Jan 6, 2005
First registration: Jan 7, 2005
Dual registered: no
Other names: ERIC ROSS
IAPD individual key: 4873179

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
F2 WEALTH	State registered	Oct 26, 2022	n/a	yes	CINCINNATI, OH	Current employment
MADISON WEALTH MANAGEMENT	Former SEC adviser	Mar 26, 2021	Sep 15, 2022	no	CINCINNATI, OH	Previous registration
TRUEPOINT, INC.	Independent wealth	Apr 22, 2016	Feb 17, 2021	no	Cincinnati, OH	Previous registration
SEQUOIA WEALTH COUNSEL	n/a	Sep 22, 2008	Dec 31, 2013	no	CINCINNATI, OH	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Jan 7, 2005	Sep 19, 2008	no	CINCINNATI, OH\|CINCINNATI, 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
MADISON WEALTH MANAGEMENT	F2 WEALTH	Sep 15, 2022	Oct 26, 2022	41	Firm change	RIA to state RIA
TRUEPOINT, INC.	MADISON WEALTH MANAGEMENT	Feb 17, 2021	Mar 26, 2021	37	Firm change	RIA to RIA
SEQUOIA WEALTH COUNSEL	TRUEPOINT, INC.	Dec 31, 2013	Apr 22, 2016	843	Firm change after gap	Other
UBS FINANCIAL SERVICES INC.	SEQUOIA WEALTH COUNSEL	Sep 19, 2008	Sep 22, 2008	3	Firm change	Other

Relationships

Registered with (5)

→ F2 WEALTHRegistered adviserregistration: current employment
Oct 26, 2022 to presentfactForm ADV
→ MADISON WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Mar 26, 2021 to Sep 15, 2022factForm ADV
→ TRUEPOINT, INC.Registered adviserregistration: previous registration
Apr 22, 2016 to Feb 17, 2021factForm ADV
→ SEQUOIA WEALTH COUNSELRegistered adviserregistration: previous registration
Sep 22, 2008 to Dec 31, 2013factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jan 7, 2005 to Sep 19, 2008factForm ADV

Dated events

Occurred
Sep 15, 2022
Advisor changed firm
Eric Scott Ross left Madison Wealth Management for F2 Wealth (registered 2022-10-26)
Form ADVobserved 3 days ago