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 Jeffrey Anthony
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
At current firm
0 y
since Jan 12, 2026
In the industry
10 y
since Jul 1, 2016 (earliest exam, job or registration)
Prior registered firms
5
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
- Focus Partners Wealth, LLC independent RIA currentsince Jan 12, 2026 · Scottsdale, Az
- Northcoast Asset Management LLC independent RIAJan 27, 2025 to Mar 20, 2026 · Scottsdale, Az
- Northcoast Asset Management LLC independent RIAJul 29, 2024 to Dec 31, 2024 · Scottsdale, Az
- Tmd Wealth Management formerNov 3, 2020 to Jul 1, 2024 · Scottsdale, Az
- One Charles Private Wealth formerAug 15, 2019 to Sep 30, 2020 · Scottsdale, Az
- Vanguard Advisers, Inc. BD affiliatedAug 25, 2016 to Jul 16, 2019 · Scottsdale, Az
Moves
a registration end followed by a registration begin elsewhere
- Northcoast Asset Management LLC to Focus Partners Wealth, LLCleft Mar 20, 2026, registered Jan 12, 2026 (-67 days) · corporate re-registration, not a move
- Tmd Wealth Management to Northcoast Asset Management LLCleft Jul 1, 2024, registered Jul 29, 2024 (28 days) · RIA to RIA · moved with a team
- One Charles Private Wealth to Tmd Wealth Managementleft Sep 30, 2020, registered Nov 3, 2020 (34 days) · channel change inside one enterprise, not a move · moved with a team
- Vanguard Advisers, Inc. to One Charles Private Wealthleft Jul 16, 2019, registered Aug 15, 2019 (30 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- Eric Jeffrey Anthony left Tmd Wealth Management for Northcoast Asset Management Llc (registered 2024-07-29)Jul 1, 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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address