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 Michael Talbott
Feed of 09/14/2026
At current firm
0 y
since Oct 7, 2025
In the industry
18 y
since Apr 7, 2008 (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
S65, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Apollon Wealth Management, LLC independent RIA currentsince Oct 7, 2025 · Mount Pleasant, Sc
- Bmo Harris Financial Advisors, Inc formerApr 7, 2017 to Oct 3, 2018 · Chicago, Il
- Envestnet Pmc independent RIAJan 9, 2014 to Apr 24, 2017 · Berwyn, Pa
- Bmo Harris Financial Advisors, Inc formerApr 29, 2008 to Oct 19, 2012 · Algonquin, Il
Moves
a registration end followed by a registration begin elsewhere
- Bmo Harris Financial Advisors, Inc to Apollon Wealth Management, LLCleft Oct 3, 2018, registered Oct 7, 2025 (2561 days) · Affiliated broker-dealer or bank to independent RIA
- Envestnet Pmc to Bmo Harris Financial Advisors, Incleft Apr 24, 2017, registered Apr 7, 2017 (-17 days) · Other
- Bmo Harris Financial Advisors, Inc to Envestnet Pmcleft Oct 19, 2012, registered Jan 9, 2014 (447 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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address