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 Christopher Furstner
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
At current firm
0 y
since Dec 9, 2025
In the industry
29 y
since May 1, 1997 (earliest exam, job or registration)
Prior registered firms
3
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- Lido independent RIA currentsince Dec 9, 2025 · San Ramon, Ca
- Fountainhead Advisors formerSep 7, 2018 to Jan 8, 2026 · Danville, Ca
- The Furstner Group, Inc. unclassifiedAug 24, 2000 to Oct 8, 2018 · Walnut Creek, Ca
- MML Investors Services, LLC BD affiliatedJul 9, 1999 to Sep 11, 2018 · Saratoga, Ca
Moves
a registration end followed by a registration begin elsewhere
- Fountainhead Advisors to Lidoleft Jan 8, 2026, registered Dec 9, 2025 (-30 days) · RIA to RIA · moved with a team
- The Furstner Group, Inc. to Fountainhead Advisorsleft Oct 8, 2018, registered Sep 7, 2018 (-31 days) · Other
- MML Investors Services, LLC to The Furstner Group, Inc.left Sep 11, 2018, registered Aug 24, 2000 (-6592 days) · Other
Signals
- Eric Christopher Furstner left Fountainhead Advisors for Lido (registered 2025-12-09)Jan 8, 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
- Independent wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address