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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

E•• W•••••••

A••••••• W•••••• L••state registeredWashington, DcIA-onlyIAPD 6341650

Certified Financial Planner

Feed of 09/14/2026

Also filed as Eli Weissman

At current firm

2 y

since Jun 20, 2024

In the industry

12 y

since Feb 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

A••••••• W•••••• L•• state registered current
since Jun 20, 2024 · Washington, Dc
S•••• W••••• M••••••••• L•• BD affiliated
Jun 16, 2022 to Jun 12, 2024 · Mclean, Va
T••••• A••••••• S•••••••• I••• BD affiliated
Feb 17, 2021 to Jun 17, 2022 · Atlanta, Ga
B••• S••••••••• L•• former
Dec 5, 2016 to Feb 17, 2021 · Mclean, Va
A••••••••• C•••••• former
Jul 1, 2014 to Nov 17, 2016 · Washington, Dc

Moves

a registration end followed by a registration begin elsewhere

S•••• W••••• M••••••••• L•• to A••••••• W•••••• L••
left Jun 12, 2024, registered Jun 20, 2024 (8 days) · Affiliated broker-dealer or bank to a state-registered adviser
T••••• A••••••• S•••••••• I••• to S•••• W••••• M••••••••• L••
left Jun 17, 2022, registered Jun 16, 2022 (-1 days) · Affiliated broker-dealer or bank to another
B••• S••••••••• L•• to T••••• A••••••• S•••••••• I•••
left Feb 17, 2021, registered Feb 17, 2021 (0 days) · corporate re-registration, not a move
A••••••••• C•••••• to B••• S••••••••• L••
left Nov 17, 2016, registered Dec 5, 2016 (18 days) · Other

Signals

Eli Weissman left Spire Wealth Management, Llc for Advocate Wealth, Llc (registered 2024-06-20)
Jun 12, 2024 · Advisor changed firm · fact
Eli Weissman left Truist Advisory Services, Inc. for Spire Wealth Management, Llc (registered 2022-06-16)
Jun 17, 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: STATE REGISTEREDderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address