E•••••• S••

Advisor at E••• W••• W••••• A••••••• L••

BEVERLY HILLS, CA | PASADENA, 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:29992dc9-af66-1c2e-b3bc-6ed4135f4216

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Nov 21, 2023 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••• W••••• A••••••• L••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Jul 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••• W••• W••••• A••••••• L••	No RAUM reported	Aug 3, 2026	n/a	yes	BEVERLY HILLS, CA\|PASADENA, CA	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Nov 21, 2023	Jul 31, 2026	no	BEVERLY HILLS, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	E••• W••• W••••• A••••••• L••	Jul 31, 2026	Aug 3, 2026	3	Firm change	Ibd to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
105644:342776:CA:2026-07-29	Jul 31, 2026	Aug 3, 2026	BEVERLY HILLS, CA	Firm change

Relationships

Registered with (2)

→ E••• W••• W••••• A••••••• L••Registered adviserregistration: current employment
Aug 3, 2026 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Nov 21, 2023 to Jul 31, 2026factForm ADV

Dated events

Occurred
Jul 31, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:29992dc9-af66-1c2e-b3bc-6ed4135f4216
First observed: Nov 21, 2023
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.