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
Edwin Leo Shedd
Feed of 09/14/2026
Also filed as Edwin L Shedd
At current firm
3 y
since Mar 21, 2023
In the industry
21 y
since Apr 28, 2005 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Consultiva Wealth Management, Corp. other currentsince Mar 21, 2023 · Miami, Fl
- Raymond James & Associates, Inc. national BDMar 17, 2021 to Mar 3, 2023 · Coral Gables, Fl
- Wells Fargo Advisors wirehouseOct 5, 2020 to Mar 18, 2021 · Miami, Fl
- Biscayne Capital unclassifiedJan 3, 2011 to Jun 26, 2012 · Miami, Fl
- Citigroup Global Markets Inc. BD affiliatedMay 29, 2007 to Mar 3, 2008 · Miami, Fl
- Citicorp Investment Services unclassifiedDec 13, 2005 to May 29, 2007 · Miami, Fl
Moves
a registration end followed by a registration begin elsewhere
- Raymond James & Associates, Inc. to Consultiva Wealth Management, Corp.left Mar 3, 2023, registered Mar 21, 2023 (18 days) · Other
- Wells Fargo Advisors to Raymond James & Associates, Inc.left Mar 18, 2021, registered Mar 17, 2021 (-1 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
- Biscayne Capital to Wells Fargo Advisorsleft Jun 26, 2012, registered Oct 5, 2020 (3023 days) · Other
- Citigroup Global Markets Inc. to Biscayne Capitalleft Mar 3, 2008, registered Jan 3, 2011 (1036 days) · Other
- Citicorp Investment Services to Citigroup Global Markets Inc.left May 29, 2007, registered May 29, 2007 (0 days) · corporate re-registration, not a move
Signals
- Edwin Leo Shedd left Raymond James & Associates, Inc. for Consultiva Wealth Management, Corp. (registered 2023-03-21)Mar 3, 2023 · 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
- Other adviserderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address