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 Evan Everson
Feed of 09/14/2026
At current firm
0 y
since Aug 27, 2026
In the industry
33 y
since Mar 1, 1993 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- Creativeone Securities, LLC BD affiliated currentsince Aug 27, 2026 · Overland Park, Ks
- Integrity Alliance, LLC BD affiliatedJul 27, 2007 to Jul 18, 2019 · Urbandale, Ia
- Berthel Fisher & Company Financial Services, Inc. BD affiliatedJan 3, 2006 to Aug 2, 2006 · Gravois Mills, Mo
- Locust Street Securities, Inc. unclassifiedJan 6, 2004 to Jan 1, 2004 · Gravois Mills, Mo
- Voya Financial Advisors, Inc. BD affiliatedJan 1, 2004 to Dec 31, 2005 · Gravois Mills, Mo
- Walnut Street Advisers Inc unclassifiedAug 28, 2002 to Nov 14, 2003 · Rose Hill, Ks
Moves
a registration end followed by a registration begin elsewhere
- Integrity Alliance, LLC to Creativeone Securities, LLCleft Jul 18, 2019, registered Aug 27, 2026 (2597 days) · RIA to affiliated broker-dealer or bank
- Berthel Fisher & Company Financial Services, Inc. to Integrity Alliance, LLCleft Aug 2, 2006, registered Jul 27, 2007 (359 days) · Other
- Voya Financial Advisors, Inc. to Locust Street Securities, Inc.left Dec 31, 2005, registered Jan 6, 2004 (-725 days) · Other
- Locust Street Securities, Inc. to Berthel Fisher & Company Financial Services, Inc.left Jan 1, 2004, registered Jan 3, 2006 (733 days) · Other
- Walnut Street Advisers Inc to Voya Financial Advisors, Inc.left Nov 14, 2003, registered Jan 1, 2004 (48 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address