DFX Intelligence

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

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RIA / WealthAdvisor26 years in industry

E•••••••• M•••• D•••••••••

Advisor at C•••• W••••• M••••••••• A•••••••• I•••

SAN DIEGO, CA

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Search this name across graphsid dfx:ria:2c3f8b93-8af7-7b4a-f60f-851763259a66

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 22, 2017 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: C•••• W••••• M••••••••• A•••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 11, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••• W••••• M••••••••• A•••••••• I•••	State registered	Jun 26, 2017	n/a	yes	SAN DIEGO, CA	Current employment
R•••• I••••••••• A••••••• L••	Bd affiliated wealth	Feb 22, 2017	Apr 3, 2017	no	San Diego, CA\|KENTWOOD, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••• I••••••••• A••••••• L••	C•••• W••••• M••••••••• A•••••••• I•••	Apr 3, 2017	Jun 26, 2017	84	Firm change	Other

Relationships

Registered with (2)

→ C•••• W••••• M••••••••• A•••••••• I•••Registered adviserregistration: current employment
Jun 26, 2017 to presentfactForm ADV
→ R•••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Feb 22, 2017 to Apr 3, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2c3f8b93-8af7-7b4a-f60f-851763259a66
First observed: Feb 22, 2017
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.