A•• E•••• A••••

Advisor at E••••••• P•••••• W•••••• I•••

TOPEKA, KS | Boulder, CO

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:45da9224-96a9-812b-e9a8-444123960a12

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Aug 30, 2022 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••••••• P•••••• W•••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••••••• P•••••• W•••••• I•••	Independent wealth	Sep 10, 2025	n/a	yes	TOPEKA, KS\|Boulder, CO	Current employment
W•••• F•••• A•••••••	Wirehouse	Aug 30, 2022	Sep 16, 2025	no	BOULDER, CO\|ALBUQUERQUE, NM\|DENVER, CO\|BOULDER, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	E••••••• P•••••• W•••••• I•••	Sep 16, 2025	Sep 10, 2025	-6	Firm change	Wirehouse to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:313053:CO:2025-09-16	Sep 16, 2025	Sep 10, 2025	DENVER, CO	Firm change

Relationships

Registered with (2)

→ E••••••• P•••••• W•••••• I•••Registered adviserregistration: current employment
Sep 10, 2025 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Aug 30, 2022 to Sep 16, 2025factForm ADV

Dated events

Occurred
Sep 16, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:45da9224-96a9-812b-e9a8-444123960a12
First observed: Aug 30, 2022
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.