RIA Intelligence

Designations

CFPreportedrfsria.comas printed on the bio page, Sep 16, 2026

Years, as the firm states

30reportedrfsria.com“Ed Pitts, a Certified Financial Planner professional, returned to R••••••••• F•••••••• S•••••••, Inc. in March of 2020 and brings more than 30 years of experience helping individuals, families, and institutional clients navigate important f”

Professional profile

rfsria.com/team_member/edward-pittsreportedrfsria.comfirm site, Sep 16, 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.

• R••••••••• F•••••••• S••••••• independent RIA current
  since Aug 31, 2020 · Medway, Ma
• E••••• J•••• national BD
  Dec 5, 2019 to Jan 22, 2020 · Andover, Ma
• A••••• A•• P••••••• S••••••• BD affiliated
  Jun 19, 2006 to May 15, 2019 · Boston, Ma

• E••••• J•••• to R••••••••• F•••••••• S•••••••
  left Jan 22, 2020, registered Aug 31, 2020 (222 days) · Affiliated broker-dealer or bank to independent RIA
• A••••• A•• P••••••• S••••••• to E••••• J••••
  left May 15, 2019, registered Dec 5, 2019 (204 days) · Affiliated broker-dealer or bank to another

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

32derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address