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 Dale Grant
Feed of 09/15/2026
At current firm
8 y
since Jan 16, 2018
In the industry
35 y
since Jun 22, 1991 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
2
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
- Polaris Wealth Management, LLC state registered currentsince Jun 24, 2020 · Flossmoor, Il
- Csenge Advisory Group, LLC independent RIA currentsince Jan 16, 2018 · Flossmoor, Il
- Lion Street Advisors, LLC formerJul 30, 2018 to Dec 1, 2020 · Flossmoor, Il
- Fsc Securities Corporation formerMay 4, 2010 to Jul 31, 2018 · Chicago, Il
- Voya Financial Advisors, Inc. BD affiliatedDec 15, 2006 to Apr 20, 2010 · Grafton, Ma
- MML Investors Services, LLC BD affiliatedApr 30, 2004 to Nov 21, 2006 · Chicago, Il
- Msi Financial Services, Inc. formerFeb 20, 2003 to May 6, 2004 · Chicago, Il
- Equitable Advisors, LLC national BDNov 24, 1999 to Jan 2, 2003 · Chicago, Il
Moves
a registration end followed by a registration begin elsewhere
- Lion Street Advisors, LLC to Polaris Wealth Management, LLCleft Dec 1, 2020, registered Jun 24, 2020 (-160 days) · Affiliated broker-dealer or bank to a state-registered adviser
- Fsc Securities Corporation to Csenge Advisory Group, LLCleft Jul 31, 2018, registered Jan 16, 2018 (-196 days) · Other
- Voya Financial Advisors, Inc. to Fsc Securities Corporationleft Apr 20, 2010, registered May 4, 2010 (14 days) · Other
- MML Investors Services, LLC to Voya Financial Advisors, Inc.left Nov 21, 2006, registered Dec 15, 2006 (24 days) · Other
- Msi Financial Services, Inc. to MML Investors Services, LLCleft May 6, 2004, registered Apr 30, 2004 (-6 days) · Other
- Equitable Advisors, LLC to Msi Financial Services, Inc.left Jan 2, 2003, registered Feb 20, 2003 (49 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
- 35derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address