DFX Intelligence

Data Factory

RIA / WealthAdvisor29 years in industry

RICHARD SCOTT EHRLICH

Advisor at SECURE WEALTH, INC.

BOCA RATON, FL

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:f3447382-cdc9-cebd-1e03-cfa2eddbea8f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Aug 9, 2000 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: SECURE WEALTH, INC.
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 1, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Jul 13, 2000
First registration: Aug 9, 2000
Dual registered: no
IAPD individual key: 1500250

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
SECURE WEALTH, INC.	Independent wealth	Nov 17, 2017	n/a	yes	BOCA RATON, FL	Current employment
BROOKSTONE WEALTH ADVISORS, LLC	No RAUM reported	Jan 25, 2016	Nov 20, 2017	no	Boca Raton, FL	Previous registration
VANN EQUITY MANAGEMENT LLC	Independent wealth	Apr 30, 2015	Jan 12, 2016	no	BOCA RATON, FL	Previous registration
HORTER INVESTMENT MANAGEMENT, LLC	Independent wealth	Dec 26, 2013	Mar 30, 2015	no	BOCA RATON, FL	Previous registration
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Sep 14, 2012	Dec 2, 2013	no	BOCA RATON, FL	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Jun 11, 2010	Sep 30, 2010	no	BOCA RATON, FL	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Nov 14, 2007	May 17, 2010	no	BOCA RATON, FL\|AVENTURA, FL\|AUSTIN, TX\|AVENTURA, FL	Previous registration
VERAVEST INVESTMENT ADVISORS, INC.	n/a	Aug 9, 2000	Jan 3, 2003	no	MIAMI LAKES, FL	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
BROOKSTONE WEALTH ADVISORS, LLC	SECURE WEALTH, INC.	Nov 20, 2017	Nov 17, 2017	-3	Firm change	RIA to RIA
VANN EQUITY MANAGEMENT LLC	BROOKSTONE WEALTH ADVISORS, LLC	Jan 12, 2016	Jan 25, 2016	13	Firm change	Other
HORTER INVESTMENT MANAGEMENT, LLC	VANN EQUITY MANAGEMENT LLC	Mar 30, 2015	Apr 30, 2015	31	Firm change	Other
PARK AVENUE SECURITIES LLC	HORTER INVESTMENT MANAGEMENT, LLC	Dec 2, 2013	Dec 26, 2013	24	Firm change	Other
SECURIAN FINANCIAL SERVICES, INC.	PARK AVENUE SECURITIES LLC	Sep 30, 2010	Sep 14, 2012	715	Firm change after gap	Other
NFP ADVISOR SERVICES, LLC	SECURIAN FINANCIAL SERVICES, INC.	May 17, 2010	Jun 11, 2010	25	Firm change	Other
VERAVEST INVESTMENT ADVISORS, INC.	NFP ADVISOR SERVICES, LLC	Jan 3, 2003	Nov 14, 2007	1,776	Firm change after gap	Other

Relationships

Registered with (8)

→ SECURE WEALTH, INC.Registered adviserregistration: current employment
Nov 17, 2017 to presentfactForm ADV
→ BROOKSTONE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 25, 2016 to Nov 20, 2017factForm ADV
→ VANN EQUITY MANAGEMENT LLCRegistered adviserregistration: previous registration
Apr 30, 2015 to Jan 12, 2016factForm ADV
→ HORTER INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 26, 2013 to Mar 30, 2015factForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
Sep 14, 2012 to Dec 2, 2013factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jun 11, 2010 to Sep 30, 2010factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Nov 14, 2007 to May 17, 2010factForm ADV
→ VERAVEST INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
Aug 9, 2000 to Jan 3, 2003factForm ADV

Dated events

No dated event names this entity yet.