K•••• B•••••••

Advisor at E• W••••• A•••••••

Ashland, OR | TORRANCE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:00206f06-51fa-f92f-c08d-b859e73a71aa

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jun 2, 2011 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: E• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E• W••••• A•••••••	Independent wealth	Jun 26, 2026	n/a	yes	Ashland, OR\|TORRANCE, CA	Current employment
O••• W••••• M••••••••• L••	Independent wealth	Feb 1, 2023	Aug 7, 2026	no	MENLO PARK, CA\|Ashland, OR

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O••• W••••• M••••••••• L••	E• W••••• A•••••••	Aug 7, 2026	Jun 26, 2026	-42	Firm change after gap	RIA to RIA
O••• A•••••••• I•••	O••• W••••• M••••••••• L••	Jun 16, 2017	Feb 1, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
132996:299704:CA:2017-06-08	Jun 16, 2017	Feb 1, 2023	CUPERTINO, CA	Firm change after gap

Relationships

Registered with (3)

→ E• W••••• A•••••••Registered adviserregistration: current employment
Jun 26, 2026 to presentfactForm ADV
→ O••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Feb 1, 2023 to Aug 7, 2026factForm ADV
→ O••• A•••••••• I•••Registered adviserregistration: previous registration
Jun 2, 2011 to Jun 16, 2017factForm ADV

Dated events

Occurred
Aug 7, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:00206f06-51fa-f92f-c08d-b859e73a71aa
First observed: Jun 2, 2011
Last observed: Sep 15, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.