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 Gerard Siddell
Feed of 09/14/2026
At current firm
12 y
since Jul 11, 2014
In the industry
24 y
since Aug 1, 2002 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Egsi Investment Management independent RIA currentsince Jul 11, 2014 · Dublin, Oh
- Prosperity Capital Advisors independent RIANov 17, 2011 to Jul 10, 2015 · Dublin, Oh
- Estate Planning Professionals formerNov 10, 2010 to Jun 30, 2011 · Westerville, Oh
- American Investment Services formerOct 29, 2009 to Jun 16, 2011 · Dublin, Oh
- Greenbook Investment Management, Inc. unclassifiedJan 7, 2005 to Oct 19, 2010 · Dublin, Oh
- Xelan Financial Planning, Inc. unclassifiedAug 27, 2004 to Dec 31, 2004 · Columbus, Oh
- Xelan Financial Planning, Inc. unclassifiedApr 7, 2003 to Jul 20, 2004 · Columbus, Oh
Moves
a registration end followed by a registration begin elsewhere
- Prosperity Capital Advisors to Egsi Investment Managementleft Jul 10, 2015, registered Jul 11, 2014 (-364 days) · Other
- Estate Planning Professionals to Prosperity Capital Advisorsleft Jun 30, 2011, registered Nov 17, 2011 (140 days) · Other
- American Investment Services to Estate Planning Professionalsleft Jun 16, 2011, registered Nov 10, 2010 (-218 days) · Other
- Greenbook Investment Management, Inc. to American Investment Servicesleft Oct 19, 2010, registered Oct 29, 2009 (-355 days) · Other
- Xelan Financial Planning, Inc. to Greenbook Investment Management, Inc.left Dec 31, 2004, registered Jan 7, 2005 (7 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
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address