DFX Intelligence

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

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RIA / WealthAdvisor18 years in industry

C••••• L• B••••••

Advisor at E••••••• C•••••• A•••••••• L••

DRAPER, UT | Ridgecrest, CA

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Search this name across graphsid dfx:ria:51de2e75-900e-bbfe-34ac-4b503971ce73

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 27, 2008 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••••••• C•••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 23, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••••••• C•••••• A•••••••• L••	Independent wealth	Oct 25, 2023	n/a	yes	DRAPER, UT\|Ridgecrest, CA	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Jun 29, 2023	Oct 31, 2023	no	RIDGECREST, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	E••••••• C•••••• A•••••••• L••	Oct 31, 2023	Oct 25, 2023	-6	Firm change	Ibd to RIA
C••••• A•••••• N••••••• L••	C••••• I••••••••• A••••••• L••	Jun 29, 2023	Jun 29, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
109485:13572:CA:2021-05-20	May 20, 2021	May 20, 2021	MURRIETA, CA	Firm change
117531:109485:CO:2018-09-10	Sep 10, 2018	Sep 10, 2018	BROOMFIELD, CO	Firm change

Relationships

Registered with (6)

→ E••••••• C•••••• A•••••••• L••Registered adviserregistration: current employment
Oct 25, 2023 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jun 29, 2023 to Oct 31, 2023factForm ADV
→ C••••• A•••••• N••••••• L••Registered adviserregistration: previous registration
May 20, 2021 to Jun 29, 2023factForm ADV
→ S••••• F•••••••• G•••• I••

Dated events

Occurred
Oct 31, 2023
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:51de2e75-900e-bbfe-34ac-4b503971ce73
First observed: May 27, 2008
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.