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 Maynard Aanes
Chartered Financial Consultant
Feed of 09/14/2026
At current firm
4 y
since Aug 3, 2022
In the industry
33 y
since Jan 8, 1993 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
3
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
- Wealth Enhancement Advisory Services, LLC BD affiliated currentsince Aug 3, 2022 · Plymouth, Mn
- LPL Financial LLC BD affiliatedSep 8, 2009 to Dec 18, 2009 · Hidden Valley Lake, Ca
- Associated Planners Investment Advisory Inc unclassifiedOct 3, 2007 to Oct 13, 2009 · San Mateo, Ca
- Titus Wealth Management formerOct 5, 2005 to Sep 1, 2022 · Larkspur, Ca
- Associated Planners Investment Advisory Inc unclassifiedSep 26, 2005 to Jun 22, 2006 · San Mateo, Ca
- Associated Securities Corp. unclassifiedSep 1, 2005 to Sep 8, 2009 · Napa, Ca
Moves
a registration end followed by a registration begin elsewhere
- Titus Wealth Management to Associated Planners Investment Advisory Incleft Sep 1, 2022, registered Oct 3, 2007 (-5447 days) · Other
- LPL Financial LLC to Wealth Enhancement Advisory Services, LLCleft Dec 18, 2009, registered Aug 3, 2022 (4611 days) · Other
- Associated Planners Investment Advisory Inc to LPL Financial LLCleft Oct 13, 2009, registered Sep 8, 2009 (-35 days) · Other
- Associated Securities Corp. to Associated Planners Investment Advisory Incleft Sep 8, 2009, registered Sep 26, 2005 (-1443 days) · Other
- Associated Planners Investment Advisory Inc to Titus Wealth Managementleft Jun 22, 2006, registered Oct 5, 2005 (-260 days) · Other
Signals
- Eric Maynard Aanes left Titus Wealth Management for Associated Planners Investment Advisory Inc (registered 2007-10-03)Sep 1, 2022 · 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
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address