DFX Intelligence

M•••••• J••• V••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor25 years in industry

M•••••• J••• V••••

Advisor at E• W••••• M•••••••••

Issaquah, WA | BELLEVUE, WA

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:0fdeb069-2dea-22c6-4951-6291c1eed629

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 18, 2007 to Sep 14, 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••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 27, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E• W••••• M•••••••••	Independent wealth	Feb 5, 2018	n/a	yes	BELLEVUE, WA\|Issaquah, WA	Current employment
C•••••• P•••••••• L••	Independent wealth	Mar 17, 2017	Apr 9, 2018	no	Bellevue, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• P•••••••• L••	E• W••••• M•••••••••	Apr 9, 2018	Feb 5, 2018	-63	Firm change after gap	RIA to new firm
J••• M••••• S••••••••• L••	C•••••• P•••••••• L••	Sep 21, 2016	Mar 17, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
169470:291033:WA:2018-04-09	Apr 9, 2018	Feb 5, 2018	BELLEVUE, WA	Firm change after gap

Relationships

Registered with (4)

→ E• W••••• M•••••••••Registered adviserregistration: current employment
Feb 5, 2018 to presentfactForm ADV
→ C•••••• P•••••••• L••Registered adviserregistration: previous registration
Mar 17, 2017 to Apr 9, 2018factForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Oct 1, 2012 to Sep 21, 2016factForm ADV
→ C•••• I••••••••• S••••••• C••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0fdeb069-2dea-22c6-4951-6291c1eed629
First observed: May 18, 2007
Last observed: Sep 14, 2026 8 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.