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
Enrico A Tolson
Feed of 09/14/2026
Also filed as Enrico Tolson
At current firm
0 y
since Apr 15, 2026
In the industry
13 y
since Sep 1, 2013 (earliest exam, job or registration)
Prior registered firms
1
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
- Virtue Capital Management, LLC independent RIA currentsince Apr 15, 2026 · Riverside, Ca
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseDec 17, 2019 to Apr 29, 2024 · Los Angeles, Ca
Moves
a registration end followed by a registration begin elsewhere
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Virtue Capital Management, LLCleft Apr 29, 2024, registered Apr 15, 2026 (716 days) · Wirehouse to independent RIA
Signals
- Enrico A Tolson left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Virtue Capital Management, Llc (registered 2026-04-15)Apr 29, 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address