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

Eric Scott Ross

F2 Wealthstate registeredCincinnati, OhIA-onlyIAPD 4873179

Certified Financial Planner

Feed of 09/14/2026

Also filed as Eric Ross

At current firm

3 y

since Oct 26, 2022

In the industry

21 y

since Jan 6, 2005 (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

F2 Wealth state registered current
since Oct 26, 2022 · Cincinnati, Oh
Madison Wealth Management former
Mar 26, 2021 to Sep 15, 2022 · Cincinnati, Oh
Truepoint, Inc. independent RIA
Apr 22, 2016 to Feb 17, 2021 · Cincinnati, Oh
Sequoia Wealth Counsel unclassified
Sep 22, 2008 to Dec 31, 2013 · Cincinnati, Oh
UBS Financial Services Inc. wirehouse
Jan 7, 2005 to Sep 19, 2008 · Cincinnati, Oh

Moves

a registration end followed by a registration begin elsewhere

Madison Wealth Management to F2 Wealth
left Sep 15, 2022, registered Oct 26, 2022 (41 days) · RIA to a state-registered adviser
Truepoint, Inc. to Madison Wealth Management
left Feb 17, 2021, registered Mar 26, 2021 (37 days) · RIA to RIA
Sequoia Wealth Counsel to Truepoint, Inc.
left Dec 31, 2013, registered Apr 22, 2016 (843 days) · Other
UBS Financial Services Inc. to Sequoia Wealth Counsel
left Sep 19, 2008, registered Sep 22, 2008 (3 days) · Other

Signals

Eric Scott Ross left Madison Wealth Management for F2 Wealth (registered 2022-10-26)
Sep 15, 2022 · 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: STATE REGISTEREDderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address