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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

E•••••• G• R••••••

I••••••• A••••••• S•••••••• L••mixed wealthMiami, Fl dual registrantIAPD 4438586

Feed of 09/14/2026

Also filed as Eduardo R••••••

At current firm

6 y

since May 14, 2020

In the industry

24 y

since Oct 17, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

I••••••• A••••••• S•••••••• L•• mixed wealth current
since May 14, 2020 · Conegliano (Tv)
M••••• S•••••• wirehouse
Aug 20, 2013 to Mar 19, 2020 · Aventura, Fl
U•• F•••••••• S••••••• I••• wirehouse
Jan 1, 2010 to Aug 19, 2013 · Miami, Fl
U•• I••••••••• I••• unclassified
Nov 16, 2009 to Jan 1, 2010 · Miami, Fl
U•• F•••••••• S••••••• I••• wirehouse
May 17, 2005 to Nov 30, 2009 · Miami, Fl
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Oct 17, 2001 to May 29, 2003 · Coral Gables, Fl

Moves

a registration end followed by a registration begin elsewhere

M••••• S•••••• to I••••••• A••••••• S•••••••• L••
left Mar 19, 2020, registered May 14, 2020 (56 days) · Wirehouse to independent RIA
U•• F•••••••• S••••••• I••• to M••••• S••••••
left Aug 19, 2013, registered Aug 20, 2013 (1 days) · Wirehouse to wirehouse
U•• I••••••••• I••• to U•• F•••••••• S••••••• I•••
left Jan 1, 2010, registered Jan 1, 2010 (0 days) · corporate re-registration, not a move
U•• F•••••••• S••••••• I••• to U•• I••••••••• I•••
left Nov 30, 2009, registered Nov 16, 2009 (-14 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to U•• F•••••••• S••••••• I•••
left May 29, 2003, registered May 17, 2005 (719 days) · Wirehouse to wirehouse

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: Wealth manager with institutional or fund businessderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address