DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst20 years in industry

D••• M•••• D••••••

Advisor at E•••••••• P••

BERWYN, PA | SOUTH GLASTONBURY, CT

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Search this name across graphsid dfx:ria:118adfbf-b09f-9039-c6a9-bbe95db49d47

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Dec 6, 2010 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•••••••• P••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••••• R••••••••• S••••••••• L••	Institutional manager	Aug 1, 2023	n/a	yes	BERWYN, PA\|SOUTH GLASTONBURY, CT	Current employment
E•••••••• P••	Independent wealth	Jul 8, 2021	n/a	yes	SOUTH GLASTONBURY, CT\|BERWYN, PA	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••• P•••••••	E•••••••• P••	Sep 24, 2020	Jul 8, 2021	287	Firm change	RIA to RIA

Relationships

Registered with (3)

→ E•••••••• R••••••••• S••••••••• L••Registered adviserregistration: current employment
Aug 1, 2023 to presentfactForm ADV
→ E•••••••• P••Registered adviserregistration: current employment
Jul 8, 2021 to presentfactForm ADV
→ S••••••• P•••••••Registered adviserregistration: previous registration
Dec 6, 2010 to Sep 24, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:118adfbf-b09f-9039-c6a9-bbe95db49d47
First observed: Dec 6, 2010
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.