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 Dixon Loaiza
Feed of 09/14/2026
Also filed as Eric Loaiza
At current firm
0 y
since Jan 2, 2026
In the industry
26 y
since Dec 17, 1999 (earliest exam, job or registration)
Prior registered firms
3
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- USA Financial Securities LLC independent RIA currentsince Jan 2, 2026 · Ada, Mi
- Tlg Advisors, Inc. BD affiliatedSep 9, 2019 to Dec 31, 2025 · Summit, Nj
- Questar Asset Management, Inc. formerMay 29, 2009 to May 2, 2019 · Minneapolis, Mn
- Securities America Advisors, Inc. formerDec 24, 2008 to May 11, 2009 · Folsom, Ca
Moves
a registration end followed by a registration begin elsewhere
- Tlg Advisors, Inc. to USA Financial Securities LLCleft Dec 31, 2025, registered Jan 2, 2026 (2 days) · Affiliated broker-dealer or bank to independent RIA
- Questar Asset Management, Inc. to Tlg Advisors, Inc.left May 2, 2019, registered Sep 9, 2019 (130 days) · Affiliated broker-dealer or bank to another · moved with a team
- Securities America Advisors, Inc. to Questar Asset Management, Inc.left May 11, 2009, registered May 29, 2009 (18 days) · Other
Signals
- Eric Dixon Loaiza left Tlg Advisors, Inc. for Usa Financial Securities Llc (registered 2026-01-02)Dec 31, 2025 · 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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address