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 A Cheatham
Certified Financial Planner
Feed of 09/14/2026
Also filed as Edward Alan Cheatham
At current firm
6 y
since May 6, 2020
In the industry
14 y
since Feb 8, 2012 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66, 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
- Captrust institutional currentsince May 6, 2020 · Lisle, Il
- Lakeside Wealth Management Group, LLC formerMar 13, 2019 to Jun 30, 2020 · Lisle, Il
- Rcm Wealth Advisors independent RIAMar 7, 2016 to Apr 4, 2019 · Chicago, Il
- Heritage Wealth Management, LLC unclassifiedJun 24, 2015 to Apr 4, 2016 · Palatine, Il
- B Riley Wealth Management formerJan 9, 2015 to Feb 29, 2016 · Palatine, Il
- Principal Securities, Inc. BD affiliatedJul 13, 2012 to Jan 16, 2015 · Downers Grove, Il
Moves
a registration end followed by a registration begin elsewhere
- Lakeside Wealth Management Group, LLC to Captrustleft Jun 30, 2020, registered May 6, 2020 (-55 days) · Other · moved with a team
- Rcm Wealth Advisors to Lakeside Wealth Management Group, LLCleft Apr 4, 2019, registered Mar 13, 2019 (-22 days) · RIA to RIA
- Heritage Wealth Management, LLC to Rcm Wealth Advisorsleft Apr 4, 2016, registered Mar 7, 2016 (-28 days) · Other
- B Riley Wealth Management to Heritage Wealth Management, LLCleft Feb 29, 2016, registered Jun 24, 2015 (-250 days) · Other
- Principal Securities, Inc. to B Riley Wealth Managementleft Jan 16, 2015, registered Jan 9, 2015 (-7 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
- Institutional managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address