T••••• V••••••

Advisor at E• W••••• A•••••••

Skokie, IL | 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:162790e0-2b8d-2527-46fc-180dd109a8de

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Nov 23, 2015 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: May 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E• W••••• A•••••••	Independent wealth	Aug 5, 2025	n/a	yes	TORRANCE, CA\|Skokie, IL	Current employment
R•••••••• R•••••• C•••••• M•••••••••	Former SEC adviser	Dec 21, 2018	Jul 23, 2025	no	Skokie, IL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••••• R•••••• C•••••• M•••••••••	E• W••••• A•••••••	Jul 23, 2025	Aug 5, 2025	13	Firm change	RIA to RIA
C••• P•••••• W••••• A•••••••• I•••	R•••••••• R•••••• C•••••• M•••••••••	Aug 12, 2019	Dec 21, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
137021:111147:IL:2025-07-22	Jul 23, 2025	Aug 5, 2025	SKOKIE, IL	Firm change

Relationships

Registered with (4)

→ E• W••••• A•••••••Registered adviserregistration: current employment
Aug 5, 2025 to presentfactForm ADV
→ R•••••••• R•••••• C•••••• M•••••••••Registered adviserregistration: previous registration
Dec 21, 2018 to Jul 23, 2025factForm ADV
→ C••• P•••••• W••••• A•••••••• I•••Registered adviserregistration: previous registration
Sep 6, 2017 to Aug 12, 2019factForm ADV
→ G••••• A•••••••• L••

Dated events

Occurred
Jul 23, 2025
Advisor changed firm
T••••• V•••••• left R•••••••• R•••••• C•••••• M••••••••• for E• W••••• A••••••• (registered 2025-08-05)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:162790e0-2b8d-2527-46fc-180dd109a8de
First observed: Nov 23, 2015
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.