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L••••••• R••• B•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor22 years in industry

L••••••• R••• B•••

Advisor at E•••• • Y•••• I••••••••• A••••••• L••

SAN DIEGO, CA

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Search this name across graphsid dfx:ria:7bddf6d3-da51-b34d-5f16-9696111c2583

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 1, 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•••• • Y•••• I••••••••• A••••••• L••
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 31, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 19derivedfrom 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
E•••• • Y•••• I••••••••• A••••••• L••	No RAUM reported	Apr 10, 2007	n/a	yes	SAN DIEGO, CA	Current employment
U••• F•••••••• P••••••• S•••••••	Former SEC adviser	Dec 13, 2005	Jun 1, 2006	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
U••• F•••••••• P••••••• S•••••••	E•••• • Y•••• I••••••••• A••••••• L••	Jun 1, 2006	Apr 10, 2007	313	Firm change	Other
A••••••••• A•••••• S•••••••• I•••	U••• F•••••••• P••••••• S•••••••	Nov 10, 2005

Relationships

Registered with (3)

→ E•••• • Y•••• I••••••••• A••••••• L••Registered adviserregistration: current employment
Apr 10, 2007 to presentfactForm ADV
→ U••• F•••••••• P••••••• S•••••••Registered adviserregistration: previous registration
Dec 13, 2005 to Jun 1, 2006factForm ADV
→ A••••••••• A•••••• S•••••••• I•••Registered adviserregistration: previous registration
Mar 1, 2004 to Nov 10, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7bddf6d3-da51-b34d-5f16-9696111c2583
First observed: Mar 1, 2004
Last observed: Sep 14, 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.