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

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

C•••••••• E• B••••

Advisor at M••••• S••••••

Blacklick, OH | Columbus, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:808cab10-faa3-c9dd-3cf9-e4319838faa0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jan 2, 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: M••••• S••••••
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

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
M••••• S••••••	Wirehouse	Oct 30, 2024	n/a	yes	Blacklick, OH\|Columbus, OH	Current employment
J••• M••••• S••••••••• L••	Wirehouse	Jan 3, 2024	Oct 12, 2024	no	Columbus, OH\|Blacklick, OH

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
J••• M••••• S••••••••• L••	M••••• S••••••	Oct 12, 2024	Oct 30, 2024	18	Firm change	Wirehouse to wirehouse
M••••• S••••••	J••• M••••• S••••••••• L••	Jan 10, 2024

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149777:79:OH:2024-01-10	Jan 10, 2024	Jan 3, 2024	COLUMBUS, OH	Firm change

Relationships

Registered with (2)

→ M••••• S••••••Registered adviserregistration: previous registration
Jan 2, 2020 to Jan 10, 2024factForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Jan 3, 2024 to Oct 12, 2024factForm ADV

Dated events

Occurred
Oct 12, 2024
Advisor changed firm
C•••••••• E• B•••• left J••• M••••• S••••••••• L•• for M••••• S•••••• (registered 2024-10-30)
Form ADVobserved 6 days ago
Occurred
Jan 10, 2024
Advisor changed firm
C•••••••• E• B•••• left M••••• S•••••• for J••• M••••• S••••••••• L•• (registered 2024-01-03)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:808cab10-faa3-c9dd-3cf9-e4319838faa0
First observed: Jan 2, 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.