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
Edward Francis Nelson
Feed of 09/15/2026
Also filed as Ed Nelson
At current firm
0 y
since Jul 9, 2026
In the industry
17 y
since Oct 7, 2008 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
2
current registrations
Exams
S65, S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Madison Avenue Securities, LLC BD affiliated currentsince Jul 9, 2026 · Cantonment, Fl
- Ae Wealth Management, LLC BD affiliated currentsince Jul 9, 2026 · Cantonment, Fl
- Oneamerica Securities, Inc. BD affiliatedAug 27, 2019 to Jun 26, 2026 · Cantonment, Fl
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOct 26, 2009 to Nov 12, 2012 · New York, Ny
- Metamorphosis Money Management LLC unclassifiedOct 7, 2008 to Nov 9, 2009 · Denver, Co
Moves
a registration end followed by a registration begin elsewhere
- Oneamerica Securities, Inc. to Madison Avenue Securities, LLCleft Jun 26, 2026, registered Jul 9, 2026 (13 days) · Affiliated broker-dealer or bank to another
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Oneamerica Securities, Inc.left Nov 12, 2012, registered Aug 27, 2019 (2479 days) · Wirehouse to affiliated broker-dealer or bank
- Metamorphosis Money Management LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Nov 9, 2009, registered Oct 26, 2009 (-14 days) · Other
Signals
- Edward Francis Nelson left Oneamerica Securities, Inc. for Madison Avenue Securities, Llc (registered 2026-07-09)Jun 26, 2026 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address