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 Charles Beittel
Certified Financial Planner
Feed of 09/14/2026
Also filed as Eric Charles Beittel
At current firm
3 y
since Mar 31, 2023
In the industry
26 y
since Jan 17, 2000 (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
- Silver Oak Securities, Inc. BD affiliated currentsince Mar 31, 2023 · Harrisburg, Pa
- Faithward Advisors, LLC independent RIAAug 26, 2013 to Feb 7, 2024 · Lancaster, Pa
- Guardian Asset Advisors, LLC independent RIANov 7, 2007 to Aug 15, 2013 · Mechanicsburg, Pa
- National Planning Corporation ("Npc Of America" In Fl & Ny) formerJan 13, 2003 to Aug 14, 2013 · Mechanicsburg, Pa
Moves
a registration end followed by a registration begin elsewhere
- Faithward Advisors, LLC to Silver Oak Securities, Inc.left Feb 7, 2024, registered Mar 31, 2023 (-313 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Guardian Asset Advisors, LLC to Faithward Advisors, LLCleft Aug 15, 2013, registered Aug 26, 2013 (11 days) · Other
- National Planning Corporation ("Npc Of America" In Fl & Ny) to Guardian Asset Advisors, LLCleft Aug 14, 2013, registered Nov 7, 2007 (-2107 days) · Other
Signals
- Eric Charles Beittel left Faithward Advisors, Llc for Silver Oak Securities, Inc. (registered 2023-03-31)Feb 7, 2024 · 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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address