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 Michael Albright
Feed of 09/14/2026
At current firm
12 y
since Apr 18, 2014
In the industry
25 y
since Sep 25, 2000 (earliest exam, job or registration)
Prior registered firms
4
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
- Cambridge Investment Research Advisors, Inc. BD affiliated currentsince Apr 18, 2014 · Mason, Oh
- Kms Financial Services, Inc formerAug 26, 2010 to Apr 21, 2014 · Cincinnati, Oh
- Whitehall Financial Services, Inc. unclassifiedAug 29, 2006 to Apr 23, 2014 · Cincinnati, Oh
- UBS Financial Services Inc. wirehouseSep 20, 2004 to Sep 12, 2006 · Cincinnati, Oh
- Quick & Reilly, Inc. unclassifiedAug 27, 2002 to Sep 16, 2004 · Cincinnati, Oh
Moves
a registration end followed by a registration begin elsewhere
- Whitehall Financial Services, Inc. to Kms Financial Services, Incleft Apr 23, 2014, registered Aug 26, 2010 (-1336 days) · Other
- Kms Financial Services, Inc to Cambridge Investment Research Advisors, Inc.left Apr 21, 2014, registered Apr 18, 2014 (-3 days) · Other
- UBS Financial Services Inc. to Whitehall Financial Services, Inc.left Sep 12, 2006, registered Aug 29, 2006 (-14 days) · Other
- Quick & Reilly, Inc. to UBS Financial Services Inc.left Sep 16, 2004, registered Sep 20, 2004 (4 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address