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.
Feed of 09/14/2026
At current firm
0 y
since Apr 23, 2026
In the industry
46 y
since Jun 1, 1980 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
9
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Financial LLC BD affiliated currentsince Apr 23, 2026 · Rockville, Md
- Grove Point Advisors, LLC formerApr 1, 2021 to Jul 31, 2025 · Rockville, Md
- H. Beck, Inc. formerJul 8, 1999 to Apr 1, 2021 · Rockville, Md
Moves
a registration end followed by a registration begin elsewhere
- Grove Point Advisors, LLC to LPL Financial LLCleft Jul 31, 2025, registered Apr 23, 2026 (266 days) · Affiliated broker-dealer or bank to another
- H. Beck, Inc. to Grove Point Advisors, LLCleft Apr 1, 2021, registered Apr 1, 2021 (0 days) · corporate re-registration, not a move
Signals
- Eric Gordon Meyers left Grove Point Advisors, Llc for Lpl Financial Llc (registered 2026-04-23)Jul 31, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 46derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address