Eric G. Edwards

SUREPATH WEALTH MANAGEMENT

FRISCO, TX 75034

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CRD#: 4550677

Professional summary

Eric Gerrard Edwards is a registered financial advisor currently at SUREPATH WEALTH MANAGEMENT, LLC located in Frisco, Texas.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Eric has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

01/2010 - Present. Edwards Financial Strategies, 6160 Warren Pkwy Ste 100, Frisco, TX 75034. Owner & Insurance Agent. Sale of insurance products. Not investment related. 40 hours per month spent on this activity, all during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Gerrard Edwards's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 31, 2025 - Present

SUREPATH WEALTH MANAGEMENT, LLC

Office #1: 6160 Warren Pkwy Ste 100, Frisco, TX 75034

RIA

CRD#: 333020

FRISCO, TX

Past

December 4, 2023 - September 26, 2025

BISON WEALTH, LLC

RIA

CRD#: 299805

Frisco, TX

Past

February 25, 2022 - December 4, 2023

TRUADVICE LLC

RIA

CRD#: 292482

Frisco, TX

Past

December 14, 2020 - February 23, 2022

TRUADVICE LLC

RIA

CRD#: 292482

Frisco, TX

Past

May 16, 2003 - August 14, 2003

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

August 21, 2002 - May 13, 2003

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(3/31/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/19/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/11/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 8/20/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SUREPATH WEALTH MANAGEMENT, LLC

CRD#: 333020 / SEC#:

Texas

Registered Investment Advisory firm - (3/31/2025 Approved)

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Contact information

Main Address

6160 Warren Pkwy Ste 100, Frisco, TX 75034

Mailing Address

Phone number

(817) 704-8707

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Eric G. Edwards

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Gerrard Edwards's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUREPATH WEALTH MANAGEMENT, LLC

BISON WEALTH, LLC

TRUADVICE LLC

TRUADVICE LLC

BANC ONE SECURITIES CORPORATION

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/19/2020

Series 63

Date: 10/11/2002

Series 6

Date: 8/20/2002

Current Firm

SUREPATH WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

SUREPATH WEALTH MANAGEMENT, LLC

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