DFX Intelligence

E••••• W••••• M•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner27 years in industry

E••••• W••••• M•••••

Advisor at E••••••••• W••••• A•••••••• L••

Jacksonville, FL

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Search this name across graphsid dfx:ria:5fd55677-ea5a-3c15-f55b-b689079acc04

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Nov 11, 2004 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••••••••• W••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 16, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••••••••• W••••• A•••••••• L••	Independent wealth	Oct 10, 2024	n/a	yes	Jacksonville, FL	Current employment
F••••• F•••••••• P•••••••	n/a	Nov 10, 2009	Dec 11, 2024	no	JACKSONVILLE, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••• F•••••••• P•••••••	E••••••••• W••••• A•••••••• L••	Dec 11, 2024	Oct 10, 2024	-62	Firm change after gap	Other
A••••••••• F•••••••• A•••••••• I•••	F••••• F•••••••• P•••••••	Oct 23, 2009	Nov 10, 2009

Relationships

Registered with (3)

→ E••••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Oct 10, 2024 to presentfactForm ADV
→ F••••• F•••••••• P•••••••Registered adviserregistration: previous registration
Nov 10, 2009 to Dec 11, 2024factForm ADV
→ A••••••••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Nov 11, 2004 to Oct 23, 2009factForm ADV

Dated events

Occurred
Dec 11, 2024
Advisor changed firm
E••••• W••••• M••••• left F••••• F•••••••• P••••••• for E••••••••• W••••• A•••••••• L•• (registered 2024-10-10)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5fd55677-ea5a-3c15-f55b-b689079acc04
First observed: Nov 11, 2004
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.