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 C Chang
Chartered Financial Analyst
Feed of 09/15/2026
At current firm
1 y
since Jan 1, 2025
In the industry
15 y
since Apr 1, 2011 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
n/a
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cerity Partners LLC independent RIA currentsince Jan 1, 2025 · New York, Ny
- B|O|S formerApr 30, 2021 to Nov 1, 2021 · San Francisco, Ca
- Zions Capital Advisors, Inc. institutionalOct 26, 2011 to Jan 4, 2021 · San Francisco, Ca
Moves
a registration end followed by a registration begin elsewhere
- B|O|S to Cerity Partners LLCleft Nov 1, 2021, registered Jan 1, 2025 (1157 days) · RIA to RIA · moved with a team
- Zions Capital Advisors, Inc. to B|O|Sleft Jan 4, 2021, registered Apr 30, 2021 (116 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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address