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 Thomas Ling
Certified Financial Planner
Feed of 09/14/2026
At current firm
0 y
since Jan 2, 2026
In the industry
18 y
since Feb 2, 2008 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Accurate Wealth Management, LLC independent RIA currentsince Jan 2, 2026 · Wesley Chapel, Fl
- B. Riley Wealth Advisors, Inc. BD affiliatedApr 13, 2020 to Aug 15, 2024 · Tampa, Fl
- LPL Financial LLC BD affiliatedAug 2, 2016 to Apr 15, 2020 · Tampa, Fl
- Usaa Financial Planning Services formerMar 11, 2010 to Aug 4, 2016 · Tampa, Fl
- Hornor, Townsend & Kent, LLC independent RIAFeb 5, 2008 to Feb 26, 2010 · Brooklyn, Ny
Moves
a registration end followed by a registration begin elsewhere
- B. Riley Wealth Advisors, Inc. to Accurate Wealth Management, LLCleft Aug 15, 2024, registered Jan 2, 2026 (505 days) · Affiliated broker-dealer or bank to independent RIA
- LPL Financial LLC to B. Riley Wealth Advisors, Inc.left Apr 15, 2020, registered Apr 13, 2020 (-2 days) · Affiliated broker-dealer or bank to another
- Usaa Financial Planning Services to LPL Financial LLCleft Aug 4, 2016, registered Aug 2, 2016 (-2 days) · Other
- Hornor, Townsend & Kent, LLC to Usaa Financial Planning Servicesleft Feb 26, 2010, registered Mar 11, 2010 (13 days) · Other
Signals
- Eric Thomas Ling left B. Riley Wealth Advisors, Inc. for Accurate Wealth Management, Llc (registered 2026-01-02)Aug 15, 2024 · 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
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address