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 Peart Burton

CaptrustinstitutionalSalt Lake City, UtIA-onlyIAPD 7008809

Feed of 09/14/2026

Also filed as Eric Peart Burton

At current firm

1 y

since Oct 3, 2024

In the industry

13 y

since Nov 1, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Captrust institutional current
since Oct 3, 2024 · Salt Lake City, Ut
Summit Global Investments, LLC mixed wealth
Apr 2, 2024 to Oct 7, 2024 · Saratoga Springs, Ut
Syntrinsic LLC former
Jul 18, 2023 to Mar 21, 2024 · Saratoga Springs, Ut
Syntrinsic Investment Counsel, LLC. former
Jun 27, 2022 to Dec 31, 2023 · Saratoga Springs, Ut
Fidelity Personal And Workplace Advisors former
Oct 5, 2020 to Jul 21, 2022 · American Fork, Ut
Edward Jones national BD
Apr 9, 2019 to Sep 12, 2019 · Logan, Ut

Moves

a registration end followed by a registration begin elsewhere

Summit Global Investments, LLC to Captrust
left Oct 7, 2024, registered Oct 3, 2024 (-4 days) · Other
Syntrinsic LLC to Summit Global Investments, LLC
left Mar 21, 2024, registered Apr 2, 2024 (12 days) · Other
Syntrinsic Investment Counsel, LLC. to Syntrinsic LLC
left Dec 31, 2023, registered Jul 18, 2023 (-166 days) · Other · moved with a team
Fidelity Personal And Workplace Advisors to Syntrinsic Investment Counsel, LLC.
left Jul 21, 2022, registered Jun 27, 2022 (-24 days) · Other
Edward Jones to Fidelity Personal And Workplace Advisors
left Sep 12, 2019, registered Oct 5, 2020 (389 days) · Affiliated broker-dealer or bank to another

Signals

Eric Peart Burton left Summit Global Investments, Llc for Captrust (registered 2024-10-03)
Oct 7, 2024 · Advisor changed firm · fact
Eric Peart Burton left Syntrinsic Llc for Summit Global Investments, Llc (registered 2024-04-02)
Mar 21, 2024 · Advisor changed firm · fact
Eric Peart Burton left Syntrinsic Investment Counsel, Llc. for Syntrinsic Llc (registered 2023-07-18)
Dec 31, 2023 · Advisor changed firm · fact
Eric Peart Burton left Fidelity Personal And Workplace Advisors for Syntrinsic Investment Counsel, Llc. (registered 2022-06-27)
Jul 21, 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: Institutional managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address