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
Eugene Alan Cheng
Feed of 09/14/2026
At current firm
1 y
since May 1, 2025
In the industry
41 y
since Oct 23, 1984 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Financial LLC BD affiliated currentsince May 1, 2025 · Rolling Hills, Ca
- Grove Point Advisors, LLC formerJul 16, 2021 to May 1, 2025 · Rockville, Md
- H. Beck, Inc. formerFeb 9, 2011 to Aug 8, 2017 · Rolling Hills Estates, Ca
- Cantella & Co., Inc. formerJul 7, 2009 to Jan 31, 2011 · Los Angles, Ca
- Commonwealth Financial Network national BDJun 7, 2006 to Jul 1, 2009 · Los Angeles, Ca
- Wells Fargo Advisors wirehouseJul 1, 2003 to Jun 7, 2006 · Carlsbad, Ca
- Prudential Equity Group, LLC unclassifiedMar 27, 1998 to Jul 1, 2003 · Encino, Ca
Moves
a registration end followed by a registration begin elsewhere
- Grove Point Advisors, LLC to LPL Financial LLCleft May 1, 2025, registered May 1, 2025 (0 days) · corporate re-registration, not a move
- H. Beck, Inc. to Grove Point Advisors, LLCleft Aug 8, 2017, registered Jul 16, 2021 (1438 days) · Other
- Cantella & Co., Inc. to H. Beck, Inc.left Jan 31, 2011, registered Feb 9, 2011 (9 days) · Other
- Commonwealth Financial Network to Cantella & Co., Inc.left Jul 1, 2009, registered Jul 7, 2009 (6 days) · Other
- Wells Fargo Advisors to Commonwealth Financial Networkleft Jun 7, 2006, registered Jun 7, 2006 (0 days) · Wirehouse to affiliated broker-dealer or bank
- Prudential Equity Group, LLC to Wells Fargo Advisorsleft Jul 1, 2003, registered Jul 1, 2003 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 41derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address