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 Ephie Coumanakos
At current firm
1 y
since Apr 28, 2025
In the industry
21 y
since Dec 2, 2004 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Steadtrust independent RIA currentsince Apr 28, 2025 · Allen, Tx
- B. Riley Wealth Advisors, Inc. BD affiliatedSep 1, 2017 to May 5, 2025 · Wilmington, De
- Wfg Advisors, LP formerAug 29, 2011 to Sep 6, 2017 · Wilmington, De
- Esi Financial Advisors independent RIAMar 9, 2006 to Aug 31, 2011 · Berlin, Md
- Esi Financial Advisors independent RIADec 7, 2004 to Jan 4, 2005 · Dover, De
Moves
a registration end followed by a registration begin elsewhere
- B. Riley Wealth Advisors, Inc. to Steadtrustleft May 5, 2025, registered Apr 28, 2025 (-7 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- Wfg Advisors, LP to B. Riley Wealth Advisors, Inc.left Sep 6, 2017, registered Sep 1, 2017 (-5 days) · Other
- Esi Financial Advisors to Wfg Advisors, LPleft Aug 31, 2011, registered Aug 29, 2011 (-2 days) · Other
Signals
- Ephimia Coumanakos left B. Riley Wealth Advisors, Inc. for Steadtrust (registered 2025-04-28)May 5, 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address