DFX Intelligence

E••••• C•••••• H•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst26 years in industry

E••••• C•••••• H•••

Advisor at A•• F•••• L••

Phoenixville, PA | STAMFORD, CT

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Search this name across graphsid dfx:ria:19610b47-8796-c4ee-c075-efab1d91e72d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Aug 9, 2000 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: A•• F•••• L••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Aug 9, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•• F•••• L••	Asset manager	Aug 19, 2010	n/a	yes	STAMFORD, CT\|Phoenixville, PA	Current employment
A•• D••••••••• I•••	n/a	May 20, 2005	Jun 30, 2010	no	STAMFORD, CT\|CONSHOHOCKEN, PA\|Phoenixville, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•• D••••••••• I•••	A•• F•••• L••	Jun 30, 2010	Aug 19, 2010	50	Firm change	Other
R•••• A•••• M••••••••• L••	A•• D••••••••• I•••	Apr 8, 2005	May 20, 2005

Relationships

Registered with (3)

→ A•• F•••• L••Registered adviserregistration: current employment
Aug 19, 2010 to presentfactForm ADV
→ A•• D••••••••• I•••Registered adviserregistration: previous registration
May 20, 2005 to Jun 30, 2010factForm ADV
→ R•••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Aug 9, 2000 to Apr 8, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:19610b47-8796-c4ee-c075-efab1d91e72d
First observed: Aug 9, 2000
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.