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
Edward Thomas Moore
Feed of 09/15/2026
Also filed as Ed Thomas Moore
At current firm
1 y
since Jul 15, 2025
In the industry
25 y
since Sep 20, 2000 (earliest exam, job or registration)
Prior registered firms
12
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
2
dated events on this person
Registration history
IAPD current and previous registrations
- Fortis Capital Advisors, LLC independent RIA currentsince Jul 15, 2025 · Fort Collins, Co
- Belpointe Asset Management LLC independent RIAJul 15, 2025 to Jun 11, 2026 · Fort Collins, Co
- Mountain Financial Capital unclassifiedApr 5, 2018 to Oct 17, 2025 · Fort Collins, Co
- Regal Investment Advisors LLC BD affiliatedNov 4, 2011 to Feb 23, 2018 · Denver, Co
- First Financial Advisors, LLC formerMar 28, 2011 to Nov 4, 2011 · Greenwood Village, Co
- First Financial Advisors, LLC formerDec 6, 2010 to Mar 25, 2011 · Greenwood Village, Co
- Householder Group Financial Advisors, LLC formerAug 19, 2009 to Nov 22, 2010 · Englewood, Co
- Householder Group Financial Advisors, LLC formerAug 18, 2009 to Aug 19, 2009 · Centennial, Co
- New England Securities Corporation formerJul 5, 2005 to Jul 13, 2009 · Greenwood Village, Co
- Afs Brokerage, Inc. unclassifiedMar 11, 2005 to Jun 10, 2005 · Denver, Co
- Falco Financial Services, Inc. formerJun 28, 2004 to Jul 1, 2005 · Denver, Co
- New England Securities Corporation formerAug 21, 2002 to May 20, 2004 · Denver, Co
- Morgan Stanley Dw Inc. unclassifiedMar 23, 2001 to Jul 22, 2002 · Denver, Co
Moves
a registration end followed by a registration begin elsewhere
- Belpointe Asset Management LLC to Fortis Capital Advisors, LLCleft Jun 11, 2026, registered Jul 15, 2025 (-331 days) · RIA to RIA
- Mountain Financial Capital to Belpointe Asset Management LLCleft Oct 17, 2025, registered Jul 15, 2025 (-94 days) · Other
- Regal Investment Advisors LLC to Mountain Financial Capitalleft Feb 23, 2018, registered Apr 5, 2018 (41 days) · Other
- First Financial Advisors, LLC to Regal Investment Advisors LLCleft Nov 4, 2011, registered Nov 4, 2011 (0 days) · Other
- Householder Group Financial Advisors, LLC to First Financial Advisors, LLCleft Nov 22, 2010, registered Dec 6, 2010 (14 days) · Other
- New England Securities Corporation to Householder Group Financial Advisors, LLCleft Jul 13, 2009, registered Aug 18, 2009 (36 days) · Other
- Falco Financial Services, Inc. to Afs Brokerage, Inc.left Jul 1, 2005, registered Mar 11, 2005 (-112 days) · Other
- Afs Brokerage, Inc. to New England Securities Corporationleft Jun 10, 2005, registered Jul 5, 2005 (25 days) · Other
- New England Securities Corporation to Falco Financial Services, Inc.left May 20, 2004, registered Jun 28, 2004 (39 days) · Other
- Morgan Stanley Dw Inc. to New England Securities Corporationleft Jul 22, 2002, registered Aug 21, 2002 (30 days) · Other
Signals
- Edward Thomas Moore left Belpointe Asset Management Llc for Fortis Capital Advisors, Llc (registered 2025-07-15)Jun 11, 2026 · Advisor changed firm · fact
- Edward Thomas Moore left Mountain Financial Capital for Belpointe Asset Management Llc (registered 2025-07-15)Oct 17, 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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address