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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

E••••• C• I••••

S••••••• F•••• F••••••••independent RIASwartz Creek, Mi IA-onlyIAPD 2691391

Certified Financial Planner

Feed of 09/14/2026

Also filed as Edward Christopher Irwin

At current firm

1 y

since Jun 15, 2025

In the industry

27 y

since Jun 11, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

V••••••••• P••••••• L•• state registered current
since Sep 16, 2025 · Shelby Township, Mi
S••••••• F•••• F•••••••• independent RIA current
since Jun 15, 2025 · Swartz Creek, Mi
T••••••• I••••••••• M••••••••• I••• BD affiliated
Jun 5, 2024 to Jun 16, 2025 · Minneapolis, Mn
C••••••• F•••••••• D••••••• I••• BD affiliated
Jan 31, 2024 to May 10, 2024 · Shelby Township, Mi
Q• A•••••••• L•• no RAUM
May 4, 2023 to Jan 10, 2024 · Shelby Township, Mi
I•• C•••••• M••••••••• I•• unclassified
Jun 29, 2012 to Dec 31, 2016 · Novi, Mi
T•• M••••• F••• S•••• former
Jul 15, 2011 to Jan 9, 2012 · Waukesha, Wi
I•• C•••••• M••••••••• I•• unclassified
Oct 8, 2010 to Aug 11, 2011 · Novi, Mi

Moves

a registration end followed by a registration begin elsewhere

T••••••• I••••••••• M••••••••• I••• to S••••••• F•••• F••••••••
left Jun 16, 2025, registered Jun 15, 2025 (-1 days) · Affiliated broker-dealer or bank to independent RIA
C••••••• F•••••••• D••••••• I••• to T••••••• I••••••••• M••••••••• I•••
left May 10, 2024, registered Jun 5, 2024 (26 days) · Affiliated broker-dealer or bank to another
Q• A•••••••• L•• to C••••••• F•••••••• D••••••• I•••
left Jan 10, 2024, registered Jan 31, 2024 (21 days) · Other
I•• C•••••• M••••••••• I•• to Q• A•••••••• L••
left Dec 31, 2016, registered May 4, 2023 (2315 days) · Other
T•• M••••• F••• S•••• to I•• C•••••• M••••••••• I••
left Jan 9, 2012, registered Jun 29, 2012 (172 days) · Other
I•• C•••••• M••••••••• I•• to T•• M••••• F••• S••••
left Aug 11, 2011, registered Jul 15, 2011 (-27 days) · Other

Signals

E••••• C• I•••• left T••••••• I••••••••• M••••••••• I••• for S••••••• F•••• F•••••••• (registered 2025-06-15)
Jun 16, 2025 · Advisor changed firm · fact
E••••• C• I•••• left C••••••• F•••••••• D••••••• I••• for T••••••• I••••••••• M••••••••• I••• (registered 2024-06-05)
May 10, 2024 · Advisor changed firm · fact
E••••• C• I•••• left Q• A•••••••• L•• for C••••••• F•••••••• D••••••• I••• (registered 2024-01-31)
Jan 10, 2024 · 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: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address