# ERIC EDWARD SWANSON

ERIC EDWARD SWANSON is an investment adviser representative (IAR) with state registration records since 1998, appearing at 10 firms. Currently registered with ONE CAPITAL MANAGEMENT, LLC.

## Registration history (11)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ONE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/114861) | 2025-06-05 | present | Yes |
| [EP WEALTH ADVISORS, LLC.](https://search.stillhousedata.com/firm/111147) | 2019-05-23 | 2025-07-23 | — |
| [TRANSAMERICA FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/16164) | 2018-08-08 | 2019-05-16 | — |
| [CAPITAL MANAGEMENT SERVICES, INC.](https://search.stillhousedata.com/firm/118260) | 2018-03-01 | 2018-07-31 | — |
| [REILLY FINANCIAL ADVISORS](https://search.stillhousedata.com/firm/110315) | 2015-11-17 | 2017-12-31 | — |
| [LIGHTHOUSE FINANCIAL SERVICES INC](https://search.stillhousedata.com/firm/110367) | 2013-07-08 | 2015-09-17 | — |
| [MERCER GLOBAL ADVISORS INC.](https://search.stillhousedata.com/firm/147363) | 2013-03-14 | 2013-04-29 | — |
| [EDELMAN FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/113299) | 2012-05-23 | 2012-12-10 | — |
| [OSAIC SERVICES, INC.](https://search.stillhousedata.com/firm/133763) | 2007-10-17 | 2012-05-25 | — |
| [INDEPENDENT CAPITAL MANAGEMENT](https://search.stillhousedata.com/firm/121354) | 2002-06-24 | 1998-01-30 | — |
| [INDEPENDENT CAPITAL MANAGEMENT](https://search.stillhousedata.com/firm/121354) | 1998-10-26 | 2012-04-27 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2680207)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2680207.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.