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 James Acker
Certified Financial Planner
Feed of 09/14/2026
Also filed as Edward James Acker
At current firm
3 y
since Jul 13, 2023
In the industry
11 y
since Sep 1, 2015 (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
n/a
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Ernst & Young Investment Advisers Llp no RAUM currentsince Jul 13, 2023 · St. Petersburg, Fl
- St. Pete Financial Group unclassifiedApr 6, 2021 to May 31, 2022 · St. Petersburg, Fl
- Raymond James & Associates, Inc. national BDJul 16, 2019 to Nov 16, 2020 · St. Petersburg, Fl
- Ernst & Young Investment Advisers Llp no RAUMJun 22, 2018 to Jun 19, 2019 · Tampa, Fl
- Paragon Wealth Strategies, LLC. formerSep 2, 2015 to Apr 18, 2018 · Jacksonville, Fl
Moves
a registration end followed by a registration begin elsewhere
- St. Pete Financial Group to Ernst & Young Investment Advisers Llpleft May 31, 2022, registered Jul 13, 2023 (408 days) · Other
- Raymond James & Associates, Inc. to St. Pete Financial Groupleft Nov 16, 2020, registered Apr 6, 2021 (141 days) · Other
- Ernst & Young Investment Advisers Llp to Raymond James & Associates, Inc.left Jun 19, 2019, registered Jul 16, 2019 (27 days) · Other
- Paragon Wealth Strategies, LLC. to Ernst & Young Investment Advisers Llpleft Apr 18, 2018, registered Jun 22, 2018 (65 days) · Other
Signals
- Edward James Acker left St. Pete Financial Group for Ernst & Young Investment Advisers Llp (registered 2023-07-13)May 31, 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
- No RAUM reportedderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address