DFX Intelligence

A•••••••• M••••• O••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

A•••••••• M••••• O••

Advisor at M•••••••• W••••• A•••••••• L••

MANHATTAN BEACH, CA

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Search this name across graphsid dfx:ria:89002793-575b-11df-f7f0-2bcd4c8db6e3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Apr 11, 2023 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•••••••• W••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 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

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••••• W••••• A•••••••• L••	Independent wealth	Jul 1, 2025	n/a	yes	MANHATTAN BEACH, CA	Current employment
E•••• A•••••••	Independent wealth	Sep 27, 2024	May 27, 2025	no	LOS ANGELES, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••• A•••••••	M•••••••• W••••• A•••••••• L••	May 27, 2025	Jul 1, 2025	35	Firm change	RIA to RIA
C••••••••• W•••••• L••	E•••• A•••••••	Feb 21, 2024	Sep 27, 2024

Relationships

Registered with (3)

→ M•••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Jul 1, 2025 to presentfactForm ADV
→ E•••• A•••••••Registered adviserregistration: previous registration
Sep 27, 2024 to May 27, 2025factForm ADV
→ C••••••••• W•••••• L••Registered adviserregistration: previous registration
Apr 11, 2023 to Feb 21, 2024factForm ADV

Dated events

Occurred
May 27, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Feb 21, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:89002793-575b-11df-f7f0-2bcd4c8db6e3
First observed: Apr 11, 2023
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.