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
Robert P Eberlin
Feed of 09/14/2026
At current firm
4 y
since Nov 1, 2021
In the industry
29 y
since Aug 29, 1997 (earliest exam, job or registration)
Prior registered firms
3
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- Highpoint Planning Partners independent RIA currentsince Nov 1, 2021 · Downers Grove, Il
- Highpoint Advisor Group, LLC formerAug 30, 2021 to Dec 31, 2021 · Rosemont, Il
- Level Four Advisory Services BD affiliatedJan 13, 2014 to Aug 31, 2021 · Rosemont, Il
- Citizens Securities, Inc. BD affiliatedOct 3, 2007 to Jun 29, 2012 · Chicago, Il
Moves
a registration end followed by a registration begin elsewhere
- Highpoint Advisor Group, LLC to Highpoint Planning Partnersleft Dec 31, 2021, registered Nov 1, 2021 (-60 days) · corporate re-registration, not a move
- Level Four Advisory Services to Highpoint Advisor Group, LLCleft Aug 31, 2021, registered Aug 30, 2021 (-1 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Citizens Securities, Inc. to Level Four Advisory Servicesleft Jun 29, 2012, registered Jan 13, 2014 (563 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
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address