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 Henes Schoener
Certified Financial Planner
Feed of 09/15/2026
At current firm
6 y
since Jul 9, 2020
In the industry
32 y
since Mar 3, 1994 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cresset Asset Management, LLC independent RIA currentsince Jul 9, 2020 · Chicago, Il
- Pagnatokarp Partners, LLC formerApr 12, 2016 to Jul 9, 2020 · Reston, Va
- Hightower Advisors, LLC BD affiliatedDec 17, 2014 to Mar 10, 2016 · Reston, Va
- M&T Securities, Inc. unclassifiedJun 1, 2012 to Dec 26, 2014 · Washington, Dc
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOct 23, 2009 to Oct 29, 2009 · Philadelphia, Pa
- Wells Fargo Advisors wirehouseJan 4, 2009 to Nov 8, 2011 · Bethesda, Md
- Banc Of America Investment Services, Inc. unclassifiedJul 9, 2008 to Oct 23, 2009 · Philadelphia, Pa
- Charles Schwab & Co., Inc. national BDApr 16, 2001 to Jun 9, 2005 · Wayne, Pa
Moves
a registration end followed by a registration begin elsewhere
- Pagnatokarp Partners, LLC to Cresset Asset Management, LLCleft Jul 9, 2020, registered Jul 9, 2020 (0 days) · RIA to RIA
- Hightower Advisors, LLC to Pagnatokarp Partners, LLCleft Mar 10, 2016, registered Apr 12, 2016 (33 days) · Other · moved with a team
- M&T Securities, Inc. to Hightower Advisors, LLCleft Dec 26, 2014, registered Dec 17, 2014 (-9 days) · Other
- Wells Fargo Advisors to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Nov 8, 2011, registered Oct 23, 2009 (-746 days) · Wirehouse to wirehouse
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to M&T Securities, Inc.left Oct 29, 2009, registered Jun 1, 2012 (946 days) · Other
- Banc Of America Investment Services, Inc. to Wells Fargo Advisorsleft Oct 23, 2009, registered Jan 4, 2009 (-292 days) · Other
- Charles Schwab & Co., Inc. to Banc Of America Investment Services, Inc.left Jun 9, 2005, registered Jul 9, 2008 (1126 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
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address