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
Eduardo Saulo Alzona
Merrill Lynch, Pierce, Fenner & Smith IncorporatedwirehouseAlexandria, Vadual registrantIAPD 5604417
Feed of 09/14/2026
Also filed as Eduardo Alzona
At current firm
8 y
since Apr 16, 2018
In the industry
17 y
since Mar 24, 2009 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
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
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse currentsince Apr 16, 2018 · Alexandria, Va
- Aviso Wealth Management independent RIAJan 3, 2017 to Jul 31, 2017 · Bethesda, Md
- Aviso Wealth Management independent RIAOct 27, 2016 to Dec 31, 2016 · Bethesda, Md
- First Allied Advisory Services, Inc. formerAug 6, 2015 to Jul 31, 2017 · Bethesda, Md
- Jhs Capital Advisors, LLC formerSep 9, 2011 to Aug 3, 2015 · Tampa, Fl
- Aviso Wealth Management independent RIAMay 26, 2009 to Sep 9, 2011 · Mclean, Va
- Gunnallen Financial, Inc unclassifiedMar 25, 2009 to May 27, 2009 · Seattle, Wa
Moves
a registration end followed by a registration begin elsewhere
- Aviso Wealth Management to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Jul 31, 2017, registered Apr 16, 2018 (259 days) · Other
- First Allied Advisory Services, Inc. to Aviso Wealth Managementleft Jul 31, 2017, registered Oct 27, 2016 (-277 days) · Other
- Jhs Capital Advisors, LLC to First Allied Advisory Services, Inc.left Aug 3, 2015, registered Aug 6, 2015 (3 days) · Other
- Aviso Wealth Management to Jhs Capital Advisors, LLCleft Sep 9, 2011, registered Sep 9, 2011 (0 days) · Other
- Gunnallen Financial, Inc to Aviso Wealth Managementleft May 27, 2009, registered May 26, 2009 (-1 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
- Wirehousederived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address