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RIA Intelligence
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Registered advisor
E••••• B•••• D••••••••
Feed of 09/15/2026
Also filed as Eddie B•••• D••••••••
At current firm
9 y
since Aug 7, 2017
In the industry
15 y
since Dec 28, 2010 (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
- E•• F•••••••• A••••••• independent RIA currentsince Aug 7, 2017 · Peshtigo, Wi
- M•• I•••••••• S•••••••• L•• BD affiliatedMar 25, 2017 to Aug 10, 2017 · Peshtigo, Wi
- M•• F•••••••• S•••••••• I••• formerOct 28, 2014 to Mar 25, 2017 · De Pere, Wi
Moves
a registration end followed by a registration begin elsewhere
- M•• I•••••••• S•••••••• L•• to E•• F•••••••• A•••••••left Aug 10, 2017, registered Aug 7, 2017 (-3 days) · Other · moved with a team
- M•• F•••••••• S•••••••• I••• to M•• I•••••••• S•••••••• L••left Mar 25, 2017, registered Mar 25, 2017 (0 days) · corporate re-registration, not a move
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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address