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 Fenton Green
Certified Financial Planner
Feed of 09/14/2026
At current firm
0 y
since Nov 23, 2025
In the industry
25 y
since Jan 2, 2001 (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
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Quantum Financial Planning Services, Inc. independent RIA currentsince Nov 23, 2025 · Spokane, Wa
- Mariner Advisor Network BD affiliatedJul 6, 2016 to Nov 26, 2025 · Spokane, Wa
- Strategic Wealth Advisors Group formerApr 30, 2014 to Jul 6, 2016 · Spokane, Wa
- Fsic formerAug 4, 2005 to May 5, 2014 · Boca Raton, Fl
- Halbert Hargrove independent RIAJan 2, 2001 to Apr 11, 2006 · Spokane, Wa
Moves
a registration end followed by a registration begin elsewhere
- Mariner Advisor Network to Quantum Financial Planning Services, Inc.left Nov 26, 2025, registered Nov 23, 2025 (-3 days) · Affiliated broker-dealer or bank to independent RIA
- Strategic Wealth Advisors Group to Mariner Advisor Networkleft Jul 6, 2016, registered Jul 6, 2016 (0 days) · corporate re-registration, not a move
- Fsic to Strategic Wealth Advisors Groupleft May 5, 2014, registered Apr 30, 2014 (-5 days) · Other
- Halbert Hargrove to Fsicleft Apr 11, 2006, registered Aug 4, 2005 (-250 days) · Other
Signals
- Eric Fenton Green left Mariner Advisor Network for Quantum Financial Planning Services, Inc. (registered 2025-11-23)Nov 26, 2025 · Advisor changed firm · fact
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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address