DFX Intelligence

E•••• O•••• B••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor11 years in industry

E•••• O•••• B••••••

Advisor at E•••••••• P••••••• L••

••• Locked

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Search this name across graphsid dfx:ria:52c9a689-eb03-af8e-56ff-443331929f98

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Aug 8, 2024 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••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I• F•••••••• A••••••• S••••••• L••	Independent wealth	Jul 16, 2026	n/a	yes	Zephyrhills, FL\|CHARLOTTE, NC	Current employment
E•••••••• P••••••• L••	State registered	Apr 14, 2026	n/a	yes	ZEPHYRHILLS, FL\|ZEPHYRHILLS, FL\|PHOENIX, AZ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••• W•••••	E•••••••• P••••••• L••	May 5, 2026	Apr 14, 2026	-21	Firm change	Other

Relationships

Registered with (3)

→ I• F•••••••• A••••••• S••••••• L••Registered adviserregistration: current employment
Jul 16, 2026 to presentfactForm ADV
→ E•••••••• P••••••• L••Registered adviserregistration: current employment
Apr 14, 2026 to presentfactForm ADV
→ W••• W•••••Registered adviserregistration: previous registration
Aug 8, 2024 to May 5, 2026factForm ADV

Dated events

Occurred
May 5, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:52c9a689-eb03-af8e-56ff-443331929f98
First observed: Aug 8, 2024
Last observed: Sep 15, 2026 8 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.