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 Joseph Macphee

Gallagher Fiduciary Advisors, LLCinstitutionalSan Diego, CaIA-onlyIAPD 5476050

Certified Financial Planner

Feed of 09/14/2026

Also filed as Edward Mac Phee

At current firm

0 y

since Jul 21, 2026

In the industry

18 y

since Oct 1, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Gallagher Fiduciary Advisors, LLC institutional current
since Jul 21, 2026 · San Diego, Ca
Secure Investment Management, LLC independent RIA
Nov 8, 2024 to Aug 14, 2026 · Tucson, Az
Canter Wealth independent RIA
Feb 7, 2024 to Sep 25, 2024 · La Jolla, Ca
LPL Financial LLC BD affiliated
May 18, 2010 to Sep 29, 2022 · San Diego, Ca

Moves

a registration end followed by a registration begin elsewhere

Secure Investment Management, LLC to Gallagher Fiduciary Advisors, LLC
left Aug 14, 2026, registered Jul 21, 2026 (-24 days) · Other
Canter Wealth to Secure Investment Management, LLC
left Sep 25, 2024, registered Nov 8, 2024 (44 days) · RIA to RIA
LPL Financial LLC to Canter Wealth
left Sep 29, 2022, registered Feb 7, 2024 (496 days) · RIA to RIA

Signals

Edward Joseph Macphee left Secure Investment Management, Llc for Gallagher Fiduciary Advisors, Llc (registered 2026-07-21)
Aug 14, 2026 · Advisor changed firm · fact
Edward Joseph Macphee left Canter Wealth for Secure Investment Management, Llc (registered 2024-11-08)
Sep 25, 2024 · Advisor changed firm · fact
Edward Joseph Macphee left Lpl Financial Llc for Canter Wealth (registered 2024-02-07)
Sep 29, 2022 · 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: Institutional managerderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address