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.
Feed of 09/14/2026
Also filed as Eric M Price
At current firm
5 y
since Oct 7, 2020
In the industry
27 y
since Nov 4, 1998 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Pathstone independent RIA currentsince Oct 7, 2020 · Englewood, Nj
- Price Wealth, LLC formerMay 25, 2004 to Sep 30, 2020 · Austin, Tx
- Avalon Investment & Advisory formerMay 15, 2002 to Jun 1, 2004 · Houston, Tx
Moves
a registration end followed by a registration begin elsewhere
- Price Wealth, LLC to Pathstoneleft Sep 30, 2020, registered Oct 7, 2020 (7 days) · RIA to RIA · moved with a team
- Avalon Investment & Advisory to Price Wealth, LLCleft Jun 1, 2004, registered May 25, 2004 (-7 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
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address