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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

B•••• J••• E•••••••

E••••••••• W••••• A•••••••• L••independent RIARedding, Ca IA-onlyIAPD 1695524

Feed of 09/15/2026

Also filed as B•••• J E•••••••

At current firm

1 y

since Aug 25, 2025

In the industry

39 y

since Jul 13, 1987 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Financial Advisor Highway Financialreportedeversourcewealthadvisors.comfirm site, Sep 15, 2026
Business email: berickson@highwayfinancial.comreportedeversourcewealthadvisors.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

E••••••••• W••••• A•••••••• L•• independent RIA current
since Aug 25, 2025 · Birmingham, Al
H•••••• I••••••••• S•••••••• L•• independent RIA
Jun 28, 2022 to Dec 16, 2024 · Redding, Ca
A•••• F•••••••• S••••••• unclassified
Mar 25, 2011 to Dec 31, 2012 · San Jose, Ca
H•••••• F•••••••• N••••••• former
Apr 25, 2003 to Nov 17, 2025 · Redding, Ca
F•••••••• W••• G•••• former
Nov 16, 1998 to Jan 8, 2003 · Redding, Ca

Moves

a registration end followed by a registration begin elsewhere

H•••••• F•••••••• N••••••• to A•••• F•••••••• S•••••••
left Nov 17, 2025, registered Mar 25, 2011 (-5351 days) · Other
H•••••• I••••••••• S•••••••• L•• to E••••••••• W••••• A•••••••• L••
left Dec 16, 2024, registered Aug 25, 2025 (252 days) · RIA to RIA
A•••• F•••••••• S••••••• to H•••••• I••••••••• S•••••••• L••
left Dec 31, 2012, registered Jun 28, 2022 (3466 days) · Other
F•••••••• W••• G•••• to H•••••• F•••••••• N•••••••
left Jan 8, 2003, registered Apr 25, 2003 (107 days) · Other

Signals

B•••• J••• E••••••• left H•••••• F•••••••• N••••••• for A•••• F•••••••• S••••••• (registered 2011-03-25)
Nov 17, 2025 · Advisor changed firm · fact
B•••• J••• E••••••• left H•••••• I••••••••• S•••••••• L•• for E••••••••• W••••• A•••••••• L•• (registered 2025-08-25)
Dec 16, 2024 · 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: 39derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address