DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Eric Arthur Vordenbaum
Personal Financial Specialist
Feed of 09/14/2026
At current firm
2 y
since Feb 16, 2024
In the industry
30 y
since Dec 26, 1995 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Oakwell Private Wealth Management independent RIA currentsince Feb 16, 2024 · Austin, Tx
- Strategic Financial Concepts, LLC independent RIAJan 23, 2014 to Dec 21, 2016 · Seguin, Tx
- 1st Global Advisors Inc formerDec 11, 2007 to Dec 31, 2013 · Seguin, Tx
Moves
a registration end followed by a registration begin elsewhere
- Strategic Financial Concepts, LLC to Oakwell Private Wealth Managementleft Dec 21, 2016, registered Feb 16, 2024 (2613 days) · Other
- 1st Global Advisors Inc to Strategic Financial Concepts, LLCleft Dec 31, 2013, registered Jan 23, 2014 (23 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address