DFX Intelligence

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

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RIA / WealthAdvisor19 years in industry

C•••• Y••••• B••••••

Advisor at E•••••• F•••••••• E••••••

East Meadow, NY

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Search this name across graphsid dfx:ria:55e6d460-b2ab-4fcf-f016-f8b9ece60e39

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Aug 8, 2014 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•••••• F•••••••• E••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 26, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••• F•••••••• E••••••	Independent wealth	Apr 28, 2021	n/a	yes	East Meadow, NY	Current employment
E•••••• F•••••••• S•••••••• L••	Former SEC adviser	Oct 17, 2018	Nov 1, 2018	no	UNIONDALE, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••• F•••••••• S•••••••• L••	E•••••• F•••••••• E••••••	Nov 1, 2018	Apr 28, 2021	909	Bulk transfer	Ibd to RIA
J••• M••••• S••••••••• L••	E•••••• F•••••••• S•••••••• L••	Sep 12, 2018	Oct 17, 2018

Relationships

Registered with (3)

→ E•••••• F•••••••• E••••••Registered adviserregistration: current employment
Apr 28, 2021 to presentfactForm ADV
→ E•••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Oct 17, 2018 to Nov 1, 2018factForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Aug 8, 2014 to Sep 12, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:55e6d460-b2ab-4fcf-f016-f8b9ece60e39
First observed: Aug 8, 2014
Last observed: Sep 14, 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.