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•••••• J• G••••

T• R••• P•••• A••••••• S•••••••• I•••BD affiliatedCharlotte, Ncdual registrantIAPD 3229752

Feed of 09/14/2026

Also filed as Eduardo Gelpi-Abarca

At current firm

0 y

since Nov 12, 2025

In the industry

12 y

since Nov 15, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

T• R••• P•••• A••••••• S•••••••• I••• BD affiliated current
since Nov 12, 2025 · Charlotte, Nc
E•••••• F•••••••• E•••••• independent RIA
Apr 29, 2025 to Oct 22, 2025 · Huntersville, Nc
L•• F•••••••• L•• BD affiliated
Jan 5, 2024 to Apr 30, 2025 · Huntersville, Nc
A••• I••••• A••••••• independent RIA
Nov 21, 2023 to Dec 15, 2023 · Charlotte, Nc
T••••••• I••••••••• M••••••••• I••• BD affiliated
Jul 17, 2023 to Nov 7, 2023 · Minneapolis, Mn
A••••••••• F•••••••• S•••••••• L•• national BD
Dec 8, 2021 to May 15, 2023 · Minneapolis, Mn
W•••• F•••• A••••••• wirehouse
Feb 6, 2017 to Oct 29, 2021 · Charlotte, Nc

Moves

a registration end followed by a registration begin elsewhere

E•••••• F•••••••• E•••••• to T• R••• P•••• A••••••• S•••••••• I•••
left Oct 22, 2025, registered Nov 12, 2025 (21 days) · RIA to affiliated broker-dealer or bank
L•• F•••••••• L•• to E•••••• F•••••••• E••••••
left Apr 30, 2025, registered Apr 29, 2025 (-1 days) · Affiliated broker-dealer or bank to independent RIA
A••• I••••• A••••••• to L•• F•••••••• L••
left Dec 15, 2023, registered Jan 5, 2024 (21 days) · RIA to affiliated broker-dealer or bank
T••••••• I••••••••• M••••••••• I••• to A••• I••••• A•••••••
left Nov 7, 2023, registered Nov 21, 2023 (14 days) · Affiliated broker-dealer or bank to independent RIA
A••••••••• F•••••••• S•••••••• L•• to T••••••• I••••••••• M••••••••• I•••
left May 15, 2023, registered Jul 17, 2023 (63 days) · Affiliated broker-dealer or bank to another
W•••• F•••• A••••••• to A••••••••• F•••••••• S•••••••• L••
left Oct 29, 2021, registered Dec 8, 2021 (40 days) · Wirehouse to affiliated broker-dealer or bank

Signals

E•••••• J• G•••• left E•••••• F•••••••• E•••••• for T• R••• P•••• A••••••• S•••••••• I••• (registered 2025-11-12)
Oct 22, 2025 · Advisor changed firm · fact
E•••••• J• G•••• left L•• F•••••••• L•• for E•••••• F•••••••• E•••••• (registered 2025-04-29)
Apr 30, 2025 · Advisor changed firm · fact
E•••••• J• G•••• left A••• I••••• A••••••• for L•• F•••••••• L•• (registered 2024-01-05)
Dec 15, 2023 · Advisor changed firm · fact
E•••••• J• G•••• left T••••••• I••••••••• M••••••••• I••• for A••• I••••• A••••••• (registered 2023-11-21)
Nov 7, 2023 · Advisor changed firm · fact
E•••••• J• G•••• left A••••••••• F•••••••• S•••••••• L•• for T••••••• I••••••••• M••••••••• I••• (registered 2023-07-17)
May 15, 2023 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address