DFX Intelligence

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

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RIA / WealthAdvisor46 years in industry

E••••• S••••••••• D•••

Advisor at E•• A••••••• S••••••• I••

SOUTH ORANGE, NJ

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Search this name across graphsid dfx:ria:29281c6c-38ad-770f-2360-618efce972f1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 6, 1998 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•• A••••••• S••••••• I••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Dec 1, 1979earliest registration or exam on IAPD
Years in industry: 46derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•• A••••••• S••••••• I••	Former SEC adviser	Jan 25, 2022	n/a	yes	SOUTH ORANGE, NJ	Current employment
O•••• F•• I•••	Former SEC adviser	Feb 6, 1998	Dec 31, 2005	no	CHEVY CHASE, MD\|BETHESDA, MD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• F•• I•••	E•• A••••••• S••••••• I••	Dec 31, 2005	Jan 25, 2022	5,869	Firm change after gap	Other

Relationships

Registered with (2)

→ E•• A••••••• S••••••• I••Registered adviserregistration: current employment
Jan 25, 2022 to presentfactForm ADV
→ O•••• F•• I•••Registered adviserregistration: previous registration
Feb 6, 1998 to Dec 31, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:29281c6c-38ad-770f-2360-618efce972f1
First observed: Feb 6, 1998
Last observed: Sep 14, 2026 9 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.