E••• A••••

Advisor at E•••••••• W••••• M•••••••••

SEATTLE, WA | Portland, OR

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:35085568-9c78-8de8-d087-679ef6224a02

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 18, 2019 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: E•••••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••••• W••••• M•••••••••	Independent wealth	Nov 4, 2022	n/a	yes	Portland, OR\|SEATTLE, WA	Current employment
C••• L••	Bd affiliated wealth	Apr 6, 2022	Sep 20, 2022	no	OMAHA, NE\|Portland, OR	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••• L••	E•••••••• W••••• M•••••••••	Sep 20, 2022	Nov 4, 2022	45	Firm change	Ibd to RIA
B••• W•••• W•••••	C••• L••	Aug 11, 2021	Apr 6, 2022

Relationships

Registered with (4)

→ E•••••••• W••••• M•••••••••Registered adviserregistration: current employment
Nov 4, 2022 to presentfactForm ADV
→ C••• L••Registered adviserregistration: previous registration
Apr 6, 2022 to Sep 20, 2022factForm ADV
→ B••• W•••• W•••••Registered adviserregistration: previous registration
Sep 1, 2020 to Aug 11, 2021factForm ADV
→ B••••••••• W••••• M••••••••• L••

Dated events

Occurred
Sep 20, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:35085568-9c78-8de8-d087-679ef6224a02
First observed: Jul 18, 2019
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.