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••••• R•••• B•••••

G••••• I••••••••• A•••••••independent RIACumming, Ga dual registrantIAPD 3201418

Feed of 09/14/2026

Also filed as Ed B•••••

At current firm

0 y

since Mar 20, 2026

In the industry

32 y

since Sep 1, 1994 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

G••••• I••••••••• A••••••• independent RIA current
since Mar 20, 2026 · Mcdonough, Ga
C••• I••••••••• A•••••••• I••• independent RIA
Sep 27, 2010 to Apr 2, 2026 · Mcdonough, Ga
S•• BD affiliated
Jun 24, 2009 to Aug 25, 2010 · Lawrenceville, Ga
J••• S•••••••• A•••••••• L•• unclassified
Aug 18, 2005 to Dec 31, 2008 · Gainesville, Ga
T•••• A•••••••• L•• former
Feb 17, 2005 to May 13, 2009 · Gainesville, Ga
A••••••• G•••••• S••••••••• I••••••••• unclassified
May 2, 2003 to Feb 23, 2005 · Gainesville, Ga

Moves

a registration end followed by a registration begin elsewhere

C••• I••••••••• A•••••••• I••• to G••••• I••••••••• A•••••••
left Apr 2, 2026, registered Mar 20, 2026 (-13 days) · RIA to RIA · moved with a team
S•• to C••• I••••••••• A•••••••• I•••
left Aug 25, 2010, registered Sep 27, 2010 (33 days) · Other
T•••• A•••••••• L•• to J••• S•••••••• A•••••••• L••
left May 13, 2009, registered Aug 18, 2005 (-1364 days) · Other
J••• S•••••••• A•••••••• L•• to S••
left Dec 31, 2008, registered Jun 24, 2009 (175 days) · Other
A••••••• G•••••• S••••••••• I••••••••• to T•••• A•••••••• L••
left Feb 23, 2005, registered Feb 17, 2005 (-6 days) · Other

Signals

E••••• R•••• B••••• left C••• I••••••••• A•••••••• I••• for G••••• I••••••••• A••••••• (registered 2026-03-20)
Apr 2, 2026 · 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: 32derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address