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
Eduardo Gimenez
Certified Financial Planner
Feed of 09/15/2026
Also filed as Ed Gimenez
At current firm
13 y
since Aug 30, 2013
In the industry
31 y
since Apr 21, 1995 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
2
current registrations
Exams
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
- Global Retirement Partners LLC institutional currentsince Jan 25, 2017 · Hobe Sound, Fl
- LPL Financial LLC BD affiliated currentsince Aug 30, 2013 · Hobe Sound, Fl
- Financial Telesis, Inc. formerJan 6, 2012 to Sep 4, 2013 · San Rafael, Ca
- Principal Securities, Inc. BD affiliatedJan 13, 2009 to Jan 4, 2012 · Charlottesville, Va
Moves
a registration end followed by a registration begin elsewhere
- Financial Telesis, Inc. to LPL Financial LLCleft Sep 4, 2013, registered Aug 30, 2013 (-5 days) · Other
- Principal Securities, Inc. to Financial Telesis, Inc.left Jan 4, 2012, registered Jan 6, 2012 (2 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
- Institutional managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address