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 Harrison Korth
Certified Financial Planner
Feed of 09/14/2026
Also filed as Edward H Korth
At current firm
3 y
since Aug 31, 2023
In the industry
15 y
since May 1, 2011 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- J.P. Morgan Securities LLC wirehouse currentsince Aug 31, 2023 · Boulder, Co
- Moneta Group Investment Advisors, LLC independent RIAMar 31, 2023 to Jul 27, 2023 · Denver, Co
- Iwp Wealth - Private Client Advisors formerMar 24, 2022 to Dec 31, 2022 · Denver, Co
- J.P. Morgan Securities LLC wirehouseMar 23, 2021 to Sep 11, 2021 · Boulder, Co
- Wells Fargo Advisors wirehouseJul 10, 2017 to Jan 28, 2021 · Boulder, Co
Moves
a registration end followed by a registration begin elsewhere
- Moneta Group Investment Advisors, LLC to J.P. Morgan Securities LLCleft Jul 27, 2023, registered Aug 31, 2023 (35 days) · RIA to wirehouse
- Iwp Wealth - Private Client Advisors to Moneta Group Investment Advisors, LLCleft Dec 31, 2022, registered Mar 31, 2023 (90 days) · RIA to RIA
- J.P. Morgan Securities LLC to Iwp Wealth - Private Client Advisorsleft Sep 11, 2021, registered Mar 24, 2022 (194 days) · Wirehouse to independent RIA
- Wells Fargo Advisors to J.P. Morgan Securities LLCleft Jan 28, 2021, registered Mar 23, 2021 (54 days) · Wirehouse to wirehouse
Signals
- Edward Harrison Korth left Moneta Group Investment Advisors, Llc for J.P. Morgan Securities Llc (registered 2023-08-31)Jul 27, 2023 · Advisor changed firm · fact
- Edward Harrison Korth left Iwp Wealth - Private Client Advisors for Moneta Group Investment Advisors, Llc (registered 2023-03-31)Dec 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
- Wirehousederived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address