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.
Feed of 09/14/2026
Also filed as Eric K Hite
At current firm
0 y
since Jun 12, 2026
In the industry
22 y
since Jul 1, 2004 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, 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
- Consortium Private Wealth LLC former currentsince Jun 12, 2026 · Slidell, La
- Crown Capital Securities, L.P. formerNov 19, 2019 to Oct 12, 2021 · Gretna, La
- Valmark Advisers, Inc. BD affiliatedMar 7, 2018 to Mar 8, 2019 · Metairie, La
- Questar Asset Management, Inc. formerApr 1, 2011 to Mar 9, 2018 · Minneapolis, Mn
- Level Four Advisory Services BD affiliatedApr 29, 2010 to Dec 31, 2010 · Metairie, La
- Msi Financial Services, Inc. formerJul 1, 2004 to Jul 21, 2009 · Metaire, La
Moves
a registration end followed by a registration begin elsewhere
- Crown Capital Securities, L.P. to Consortium Private Wealth LLCleft Oct 12, 2021, registered Jun 12, 2026 (1704 days) · Affiliated broker-dealer or bank to independent RIA
- Valmark Advisers, Inc. to Crown Capital Securities, L.P.left Mar 8, 2019, registered Nov 19, 2019 (256 days) · RIA to RIA
- Questar Asset Management, Inc. to Valmark Advisers, Inc.left Mar 9, 2018, registered Mar 7, 2018 (-2 days) · Other
- Level Four Advisory Services to Questar Asset Management, Inc.left Dec 31, 2010, registered Apr 1, 2011 (91 days) · Other
- Msi Financial Services, Inc. to Level Four Advisory Servicesleft Jul 21, 2009, registered Apr 29, 2010 (282 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
- Former SEC-registered adviserderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address