DFX Intelligence

G••••• A•••••• R•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor32 years in industry

G••••• A•••••• R•••

Advisor at E••••••••• A•••••••• L••

BALTIMORE, MD

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 5, 1997 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••••••••• A•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 22, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••••••••• A•••••••• L••	State registered	Apr 13, 2011	n/a	yes	BALTIMORE, MD	Current employment
T•• A•••••••• I•••	Bd affiliated wealth	Feb 16, 2010	Dec 31, 2011	no	BALTIMORE, MD\|SUMMIT, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• A•••••••• I•••	E••••••••• A•••••••• L••	Dec 31, 2011	Apr 13, 2011	-262	Firm change after gap	Other
M•••••••• A••••••• S•••••••• L••	T•• A•••••••• I•••	Dec 31, 2009	Feb 16, 2010

Relationships

Registered with (3)

→ E••••••••• A•••••••• L••Registered adviserregistration: current employment
Apr 13, 2011 to presentfactForm ADV
→ T•• A•••••••• I•••Registered adviserregistration: previous registration
Feb 16, 2010 to Dec 31, 2011factForm ADV
→ M•••••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 5, 1997 to Dec 31, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 5, 1997
Last observed: Sep 14, 2026 9 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.