DFX Intelligence

C••••••••• B••••• P••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor26 years in industry

C••••••••• B••••• P••••••

Advisor at W••••• W••••• M••••••••• I•••

MANHATTAN BEACH, CA

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Search this name across graphsid dfx:ria:3f3dd32a-fd60-cc63-7876-a988980df3ac

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 3, 2003 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: W••••• W••••• M••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 7, 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: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••• W••••• M••••••••• I•••	Independent wealth	Sep 21, 2017	n/a	yes	MANHATTAN BEACH, CA	Current employment
M••••• S••••••	Wirehouse	Nov 25, 2014	Sep 22, 2017	no	Los Angeles, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	W••••• W••••• M••••••••• I•••	Sep 22, 2017	Sep 21, 2017	-1	Firm change	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	M••••• S••••••	Apr 17, 2008	Nov 25, 2014

Relationships

Registered with (3)

→ W••••• W••••• M••••••••• I•••Registered adviserregistration: current employment
Sep 21, 2017 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Nov 25, 2014 to Sep 22, 2017factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Mar 3, 2003 to Apr 17, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3f3dd32a-fd60-cc63-7876-a988980df3ac
First observed: Mar 3, 2003
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.