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
Erik Martin Blankmeyer
Feed of 09/14/2026
Also filed as Eric M Blankmeyer
At current firm
2 y
since Jul 29, 2024
In the industry
31 y
since Sep 19, 1994 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Level Four Advisory Services BD affiliated currentsince Jul 29, 2024 · Prosper, Tx
- Smart Wealth, LLC independent RIAMay 25, 2023 to Oct 4, 2023 · Omaha, Ne
- Ae Wealth Management, LLC BD affiliatedMay 13, 2021 to Nov 16, 2022 · Topeka, Ks
- Td Ameritrade, Inc. formerJun 17, 2008 to Jan 6, 2021 · San Diego, Ca
- Assetmark, Inc. BD affiliatedAug 21, 2006 to Jun 2, 2008 · Concord, Ca
- Pruco Securities, LLC no RAUMDec 21, 2005 to Jun 27, 2006 · Plano, Tx
- Piedra Capital Ltd unclassifiedMar 29, 2005 to Aug 22, 2005 · Albuquerque, Nm
- 1st Global Advisors Inc formerJan 22, 2004 to Feb 2, 2005 · Plano, Tx
Moves
a registration end followed by a registration begin elsewhere
- Smart Wealth, LLC to Level Four Advisory Servicesleft Oct 4, 2023, registered Jul 29, 2024 (299 days) · RIA to affiliated broker-dealer or bank
- Ae Wealth Management, LLC to Smart Wealth, LLCleft Nov 16, 2022, registered May 25, 2023 (190 days) · Affiliated broker-dealer or bank to independent RIA
- Td Ameritrade, Inc. to Ae Wealth Management, LLCleft Jan 6, 2021, registered May 13, 2021 (127 days) · Other
- Assetmark, Inc. to Td Ameritrade, Inc.left Jun 2, 2008, registered Jun 17, 2008 (15 days) · Other
- Pruco Securities, LLC to Assetmark, Inc.left Jun 27, 2006, registered Aug 21, 2006 (55 days) · Other
- Piedra Capital Ltd to Pruco Securities, LLCleft Aug 22, 2005, registered Dec 21, 2005 (121 days) · Other
- 1st Global Advisors Inc to Piedra Capital Ltdleft Feb 2, 2005, registered Mar 29, 2005 (55 days) · Other
Signals
- Erik Martin Blankmeyer left Smart Wealth, Llc for Level Four Advisory Services (registered 2024-07-29)Oct 4, 2023 · Advisor changed firm · fact
- Erik Martin Blankmeyer left Ae Wealth Management, Llc for Smart Wealth, Llc (registered 2023-05-25)Nov 16, 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
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address