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 Matthew Egliskis
Feed of 09/14/2026
Also filed as Edward M Egliskis
At current firm
11 y
since Feb 11, 2015
In the industry
20 y
since Nov 15, 2005 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, 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
- Advisory Services Network independent RIA currentsince Feb 11, 2015 · San Antonio, Tx
- United Capital Financial Advisors independent RIAMar 17, 2014 to Jan 15, 2015 · San Antonio, Tx
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOct 22, 2012 to Mar 4, 2014 · San Antonio, Tx
- Usaa Financial Planning Services formerSep 1, 2010 to Oct 19, 2012 · San Antonio, Tx
Moves
a registration end followed by a registration begin elsewhere
- United Capital Financial Advisors to Advisory Services Networkleft Jan 15, 2015, registered Feb 11, 2015 (27 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to United Capital Financial Advisorsleft Mar 4, 2014, registered Mar 17, 2014 (13 days) · Other
- Usaa Financial Planning Services to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Oct 19, 2012, registered Oct 22, 2012 (3 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
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address