DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

C••••••••• C••••••• K••••••

Advisor at E•••••• F•••••••• E••••••

GAINESVILLE, FL | PHOENIX, AZ

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Search this name across graphsid dfx:ria:60002cfb-8348-6260-d386-8148130f0601

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: May 24, 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•••••• F•••••••• E••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom 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•••••• F•••••••• E••••••	Independent wealth	Sep 18, 2025	n/a	yes	GAINESVILLE, FL\|PHOENIX, AZ	Current employment
E•••••• A••••••• G••••• L••	Bd affiliated wealth	May 24, 2024	Jul 16, 2025	no	GREENWOOD VILLAGE, CO\|GAINESVILLE, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••• A••••••• G••••• L••	E•••••• F•••••••• E••••••	Jul 16, 2025	Sep 18, 2025	64	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ E•••••• F•••••••• E••••••Registered adviserregistration: current employment
Sep 18, 2025 to presentfactForm ADV
→ E•••••• A••••••• G••••• L••Registered adviserregistration: previous registration
May 24, 2024 to Jul 16, 2025factForm ADV

Dated events

Occurred
Jul 16, 2025
Advisor changed firm
C••••••••• C••••••• K•••••• left E•••••• A••••••• G••••• L•• for E•••••• F•••••••• E•••••• (registered 2025-09-18)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:60002cfb-8348-6260-d386-8148130f0601
First observed: May 24, 2024
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.