DFX Intelligence

A••••• P•••••• H•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

A••••• P•••••• H•••••

Advisor at E• W••••• A•••••••

TORRANCE, CA | Brighton, MI

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Search this name across graphsid dfx:ria:1eb9a677-6a55-8bc7-4820-a480555b1a74

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 5, 2015 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••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 2, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom 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	Jan 2, 2025	n/a	yes	TORRANCE, CA\|Brighton, MI	Current employment
E•••••••• W••••• M••••••••• L••	Former SEC adviser	Jan 2, 2018	Mar 14, 2025	no	BRIGHTON, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••• W••••• M••••••••• L••	E• W••••• A•••••••	Mar 14, 2025	Jan 2, 2025	-71	Firm change after gap	RIA to RIA
W•••• F•••• A•••••••	E•••••••• W••••• M••••••••• L••	Dec 15, 2017	Jan 2, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
140736:111147:MI:2025-03-14	Mar 14, 2025	Jan 2, 2025	BRIGHTON, MI	Firm change after gap

Relationships

Registered with (4)

→ E• W••••• A•••••••Registered adviserregistration: current employment
Jan 2, 2025 to presentfactForm ADV
→ E•••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 2, 2018 to Mar 14, 2025factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jun 24, 2016 to Dec 15, 2017factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Mar 14, 2025
Advisor changed firm
A••••• P•••••• H••••• left E•••••••• W••••• M••••••••• L•• for E• W••••• A••••••• (registered 2025-01-02)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1eb9a677-6a55-8bc7-4820-a480555b1a74
First observed: Oct 5, 2015
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.