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.

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Registered advisor

E••• A• M••••••••

F••••••independent RIASan Francisco, Ca IA-onlyIAPD 4117888

Certified Financial Planner

Feed of 09/14/2026

Also filed as Eric Anthony Michalski

At current firm

1 y

since Jun 21, 2025

In the industry

26 y

since Apr 25, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

F•••••• independent RIA current
since Jun 21, 2025 · Atlanta, Ga
C••• L•• BD affiliated
Mar 9, 2020 to Jun 25, 2025 · Atlanta, Ga
J•• B•••• F•••••••• G•••• unclassified
May 14, 2018 to Dec 31, 2020 · Atlanta, Ga
W••••••• F•••••••• S•••••••• I••• former
Mar 29, 2011 to Mar 4, 2020 · Atlanta, Ga
T• A••••••••• I••••••••• M••••••••• L•• former
Sep 18, 2007 to Aug 14, 2009 · Roswell, Ga
T• A••••••••• I••• former
Sep 18, 2007 to Aug 14, 2009 · Alpharetta, Ga

Moves

a registration end followed by a registration begin elsewhere

C••• L•• to F••••••
left Jun 25, 2025, registered Jun 21, 2025 (-4 days) · Affiliated broker-dealer or bank to independent RIA
J•• B•••• F•••••••• G•••• to C••• L••
left Dec 31, 2020, registered Mar 9, 2020 (-297 days) · Other · moved with a team
W••••••• F•••••••• S•••••••• I••• to J•• B•••• F•••••••• G••••
left Mar 4, 2020, registered May 14, 2018 (-660 days) · Other · moved with a team
T• A••••••••• I••• to W••••••• F•••••••• S•••••••• I•••
left Aug 14, 2009, registered Mar 29, 2011 (592 days) · Other
T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••
left Aug 14, 2009, registered Sep 18, 2007 (-696 days) · channel change inside one enterprise, not a move

Signals

E••• A• M•••••••• left C••• L•• for Farther (registered 2025-06-21)
Jun 25, 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