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 N Schoonover
Feed of 09/14/2026
Also filed as Eric Nathan Schoonover
At current firm
0 y
since Jun 24, 2026
In the industry
15 y
since Sep 1, 2011 (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
3
dated events on this person
Registration history
IAPD current and previous registrations
- Altitude Capital Management LLC independent RIA currentsince Jun 24, 2026 · Des Moines, Ia
- Secure Investment Management, LLC independent RIAJun 11, 2025 to Dec 8, 2025 · Tucson, Az
- Liberty Wealth Management, LLC independent RIASep 30, 2024 to Feb 20, 2025 · Palm Desert, Ca
- J.P. Morgan Securities LLC wirehouseApr 22, 2022 to Sep 28, 2024 · Rancho Mirage, Ca
- Valic Financial Advisors, Inc. BD affiliatedOct 30, 2018 to Sep 29, 2021 · Glendale, Ca
- Edward Jones national BDJan 22, 2018 to Aug 27, 2018 · Indio, Ca
Moves
a registration end followed by a registration begin elsewhere
- Secure Investment Management, LLC to Altitude Capital Management LLCleft Dec 8, 2025, registered Jun 24, 2026 (198 days) · RIA to RIA
- Liberty Wealth Management, LLC to Secure Investment Management, LLCleft Feb 20, 2025, registered Jun 11, 2025 (111 days) · RIA to RIA
- J.P. Morgan Securities LLC to Liberty Wealth Management, LLCleft Sep 28, 2024, registered Sep 30, 2024 (2 days) · Wirehouse to independent RIA
- Valic Financial Advisors, Inc. to J.P. Morgan Securities LLCleft Sep 29, 2021, registered Apr 22, 2022 (205 days) · Affiliated broker-dealer or bank to wirehouse
- Edward Jones to Valic Financial Advisors, Inc.left Aug 27, 2018, registered Oct 30, 2018 (64 days) · Affiliated broker-dealer or bank to another
Signals
- Eric N Schoonover left Secure Investment Management, Llc for Altitude Capital Management Llc (registered 2026-06-24)Dec 8, 2025 · Advisor changed firm · fact
- Eric N Schoonover left Liberty Wealth Management, Llc for Secure Investment Management, Llc (registered 2025-06-11)Feb 20, 2025 · Advisor changed firm · fact
- Eric N Schoonover left J.P. Morgan Securities Llc for Liberty Wealth Management, Llc (registered 2024-09-30)Sep 28, 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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address