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 Dean Brumagin
Feed of 09/14/2026
At current firm
7 y
since Aug 5, 2019
In the industry
40 y
since Sep 10, 1986 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Virtue Capital Management, LLC independent RIA currentsince Aug 5, 2019 · Jamestown, Nc
- Specialized Advisors formerApr 10, 2019 to Jul 30, 2019 · Lewisville, Nc
- Secure Investment Management, LLC independent RIASep 17, 2018 to Apr 9, 2019 · Jamestown, Nc
- Horter Investment Management, LLC independent RIAFeb 24, 2017 to Sep 18, 2018 · Jamestown, Nc
- First Fidelity Wealth Advisors, Inc. unclassifiedMar 12, 2007 to Aug 24, 2018 · Jamestown, Nc
Moves
a registration end followed by a registration begin elsewhere
- Specialized Advisors to Virtue Capital Management, LLCleft Jul 30, 2019, registered Aug 5, 2019 (6 days) · RIA to RIA
- Secure Investment Management, LLC to Specialized Advisorsleft Apr 9, 2019, registered Apr 10, 2019 (1 days) · RIA to a newly registered adviser · moved with a team
- Horter Investment Management, LLC to Secure Investment Management, LLCleft Sep 18, 2018, registered Sep 17, 2018 (-1 days) · RIA to RIA
- First Fidelity Wealth Advisors, Inc. to Horter Investment Management, LLCleft Aug 24, 2018, registered Feb 24, 2017 (-546 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
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address