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

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RIA / WealthAdvisor21 years in industry

E••• M••••• H•••

Advisor at C•••••• G•••• P•••••• C••••• S•••••••• I•••

LOS ANGELES, CA

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Search this name across graphsid dfx:ria:6e666fb9-3eed-6c93-c31f-eb886b184061

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 3, 2005 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: C•••••• G•••• P•••••• C••••• S•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 31, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• G•••• P•••••• C••••• S•••••••• I•••	Independent wealth	Jul 1, 2021	n/a	yes	LOS ANGELES, CA	Current employment
C•••••• B••• A•• T•••• C••••••	Asset manager	Jan 19, 2016	Jul 1, 2021	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• B••• A•• T•••• C••••••	C•••••• G•••• P•••••• C••••• S•••••••• I•••	Jul 1, 2021	Jul 1, 2021	0	Bulk transfer	RIA to new firm
C•••••• G••••••• T•••• C••••••	C•••••• B••• A•• T•••• C••••••	Jan 19, 2016

Relationships

Registered with (4)

→ C•••••• G•••• P•••••• C••••• S•••••••• I•••Registered adviserregistration: current employment
Jul 1, 2021 to presentfactForm ADV
→ C•••••• B••• A•• T•••• C••••••Registered adviserregistration: previous registration
Jan 19, 2016 to Jul 1, 2021factForm ADV
→ C•••••• G••••••• T•••• C••••••Registered adviserregistration: previous registration
Jun 26, 2009 to Jan 19, 2016factForm ADV
→ A••••••••• L•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6e666fb9-3eed-6c93-c31f-eb886b184061
First observed: Jan 3, 2005
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.