DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst15 years in industry

E•••• W•••••• Y•••

Advisor at A••••••• I••••••••• P•••••••

NEWTOWN SQUARE, PA

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Search this name across graphsid dfx:ria:7d217175-6f10-2eab-0491-a87097102d95

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Sep 21, 2020 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: A••••••• I••••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• I••••••••• P•••••••	Independent wealth	Jul 22, 2024	n/a	yes	NEWTOWN SQUARE, PA	Current employment
S••••	Independent wealth	Aug 1, 2023	Jun 25, 2024	no	NEW YORK, NY\|Media, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••	A••••••• I••••••••• P•••••••	Jun 25, 2024	Jul 22, 2024	27	Firm change	RIA to RIA
V•••••••• L•	S••••	Aug 3, 2023	Aug 1, 2023

Relationships

Registered with (3)

→ A••••••• I••••••••• P•••••••Registered adviserregistration: current employment
Jul 22, 2024 to presentfactForm ADV
→ S••••Registered adviserregistration: previous registration
Aug 1, 2023 to Jun 25, 2024factForm ADV
→ V•••••••• L•Registered adviserregistration: previous registration
Sep 21, 2020 to Aug 3, 2023factForm ADV

Dated events

Occurred
Jun 25, 2024
Advisor changed firm
E•••• W•••••• Y••• left Savvy for A••••••• I••••••••• P••••••• (registered 2024-07-22)
Form ADVobserved 7 days ago
Occurred
Aug 3, 2023
Advisor changed firm
E•••• W•••••• Y••• left V•••••••• L• for Savvy (registered 2023-08-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7d217175-6f10-2eab-0491-a87097102d95
First observed: Sep 21, 2020
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.