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 Samuel Wilson
Feed of 09/14/2026
Also filed as Eric S Wilson
At current firm
2 y
since Oct 4, 2023
In the industry
31 y
since Jun 14, 1995 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Wealth Enhancement Advisory Services, LLC BD affiliated currentsince Oct 4, 2023 · Macon, Ga
- Advisory Services Network independent RIASep 15, 2017 to Oct 4, 2023 · Macon, Ga
- Raymond James Financial Services Advisors, Inc BD affiliatedJun 6, 2017 to Sep 18, 2017 · Macon, Ga
- Morgan Stanley wirehouseFeb 25, 2010 to May 12, 2017 · Macon, Ga
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJan 5, 2000 to Mar 1, 2010 · Macon, Ga
Moves
a registration end followed by a registration begin elsewhere
- Advisory Services Network to Wealth Enhancement Advisory Services, LLCleft Oct 4, 2023, registered Oct 4, 2023 (0 days) · RIA to RIA
- Raymond James Financial Services Advisors, Inc to Advisory Services Networkleft Sep 18, 2017, registered Sep 15, 2017 (-3 days) · Other
- Morgan Stanley to Raymond James Financial Services Advisors, Incleft May 12, 2017, registered Jun 6, 2017 (25 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Morgan Stanleyleft Mar 1, 2010, registered Feb 25, 2010 (-4 days) · Wirehouse to wirehouse
Signals
- Eric Samuel Wilson left Advisory Services Network for Wealth Enhancement Advisory Services, Llc (registered 2023-10-04)Oct 4, 2023 · 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