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

Emilio Lincoln Egea

Hb Wealthindependent RIAAtlanta, Ga IA-onlyIAPD 7803359

Feed of 09/15/2026

At current firm

0 y

since Aug 4, 2026

In the industry

10 y

since Sep 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Hb Wealth independent RIA current
since Aug 4, 2026 · Towson, Md
Circle Wealth Management, LLC independent RIA
May 8, 2026 to Jul 23, 2026 · New York, Ny
Hb Wealth independent RIA
Jan 22, 2025 to Sep 4, 2025 · Atlanta, Ga
Wms Partners, LLC former
Sep 22, 2023 to Jan 30, 2025 · Towson, Md

Moves

a registration end followed by a registration begin elsewhere

Circle Wealth Management, LLC to Hb Wealth
left Jul 23, 2026, registered Aug 4, 2026 (12 days) · RIA to RIA
Hb Wealth to Circle Wealth Management, LLC
left Sep 4, 2025, registered May 8, 2026 (246 days) · RIA to RIA
Wms Partners, LLC to Hb Wealth
left Jan 30, 2025, registered Jan 22, 2025 (-8 days) · RIA to RIA · moved with a team

Signals

Emilio Lincoln Egea left Circle Wealth Management, Llc for Hb Wealth (registered 2026-08-04)
Jul 23, 2026 · Advisor changed firm · fact
Emilio Lincoln Egea left Hb Wealth for Circle Wealth Management, Llc (registered 2026-05-08)
Sep 4, 2025 · Advisor changed firm · fact
Emilio Lincoln Egea left Wms Partners, Llc for Hb Wealth (registered 2025-01-22)
Jan 30, 2025 · 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: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address