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 Gary Burstock
Personal Financial Specialist
Feed of 09/15/2026
At current firm
7 y
since Dec 12, 2018
In the industry
40 y
since Dec 1, 1985 (earliest exam, job or registration)
Prior registered firms
6
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
- Trek Financial independent RIA currentsince Dec 12, 2018 · Scottsdale, Az
- Horter Investment Management, LLC independent RIAAug 1, 2014 to Dec 10, 2018 · Winchester, Va
- Preservation Of Wealth, Inc. unclassifiedJan 1, 2011 to Jul 12, 2011 · Winchester, Va
- Preservation Of Wealth, Inc. unclassifiedMay 21, 2009 to Dec 31, 2010 · Winchester, Va
- Paradigm, Strategies In Wealth Management, LLC independent RIAJul 21, 2008 to May 6, 2009 · Winchester, Va
- Financial Design Associates Inc unclassifiedApr 2, 2003 to Feb 22, 2008 · Stinson Beach, Ca
- Asset Strategy Consultants LLC institutionalApr 9, 2002 to Feb 19, 2002 · Sparks, Md
Moves
a registration end followed by a registration begin elsewhere
- Horter Investment Management, LLC to Trek Financialleft Dec 10, 2018, registered Dec 12, 2018 (2 days) · RIA to RIA
- Preservation Of Wealth, Inc. to Horter Investment Management, LLCleft Jul 12, 2011, registered Aug 1, 2014 (1116 days) · Other
- Paradigm, Strategies In Wealth Management, LLC to Preservation Of Wealth, Inc.left May 6, 2009, registered May 21, 2009 (15 days) · Other
- Financial Design Associates Inc to Paradigm, Strategies In Wealth Management, LLCleft Feb 22, 2008, registered Jul 21, 2008 (150 days) · Other
- Asset Strategy Consultants LLC to Financial Design Associates Incleft Feb 19, 2002, registered Apr 2, 2003 (407 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