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

Robert Wade Eldridge

Consolidated Portfolio Review Corpindependent RIAGolden, Co dual registrantIAPD 2409686

Feed of 09/14/2026

Also filed as Robert Wade Jr Eldridge

At current firm

1 y

since Jan 10, 2025

In the industry

32 y

since Jan 21, 1994 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Consolidated Portfolio Review Corp independent RIA current
since Jan 10, 2025 · Woodbury, Ny
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jan 28, 2022 to Oct 8, 2024 · Boulder, Co
Wells Fargo Advisors wirehouse
Jul 28, 2017 to Feb 4, 2022 · Denver, Co
Morgan Stanley wirehouse
Jun 4, 2014 to Jul 31, 2017 · Denver, Co
Variable Asset Management, Inc. unclassified
Apr 27, 2004 to Oct 17, 2005 · Greenwood Village, Co

Moves

a registration end followed by a registration begin elsewhere

Merrill Lynch, Pierce, Fenner & Smith Incorporated to Consolidated Portfolio Review Corp
left Oct 8, 2024, registered Jan 10, 2025 (94 days) · Wirehouse to independent RIA
Wells Fargo Advisors to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Feb 4, 2022, registered Jan 28, 2022 (-7 days) · Wirehouse to wirehouse
Morgan Stanley to Wells Fargo Advisors
left Jul 31, 2017, registered Jul 28, 2017 (-3 days) · Wirehouse to wirehouse
Variable Asset Management, Inc. to Morgan Stanley
left Oct 17, 2005, registered Jun 4, 2014 (3152 days) · Other

Signals

Robert Wade Eldridge left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Consolidated Portfolio Review Corp (registered 2025-01-10)
Oct 8, 2024 · Advisor changed firm · fact
Robert Wade Eldridge left Wells Fargo Advisors for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2022-01-28)
Feb 4, 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: Independent wealth managerderived
Years in industry: 32derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address