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 Eric Allen Ohde
At current firm
0 y
since Jan 1, 2026
In the industry
19 y
since Aug 28, 2007 (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
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Brookstone Wealth Advisors, LLC no RAUM currentsince Jan 1, 2026 · Redding, Ca
- Hbw Advisory Services LLC independent RIAJan 21, 2010 to Jun 14, 2012 · Simi Valley, Ca
- Cpr Investments Inc independent RIAApr 29, 2009 to Dec 31, 2009 · Rochester, Mi
Moves
a registration end followed by a registration begin elsewhere
- Hbw Advisory Services LLC to Brookstone Wealth Advisors, LLCleft Jun 14, 2012, registered Jan 1, 2026 (4949 days) · Other
- Cpr Investments Inc to Hbw Advisory Services LLCleft Dec 31, 2009, registered Jan 21, 2010 (21 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
- No RAUM reportedderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address