DFX Intelligence

B•••• W••••• H•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor16 years in industry

B•••• W••••• H•••

Advisor at E•••••• F•••••••• E••••••

Fairfax, VA | Yelm, WA

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:8c131221-204d-5169-d668-dcb1e1002eb2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 14, 2011 to Sep 15, 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•••••• F•••••••• E••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••• F•••••••• E••••••	Independent wealth	Jul 16, 2026	n/a	yes	Fairfax, VA\|Yelm, WA	Current employment
E•••••• A••••••• G••••• L••	Bd affiliated wealth	Apr 3, 2023	Jun 22, 2026	no	GREENWOOD VILLAGE, CO\|Yelm, WA\|GREENWOOD VILLAGE, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••• A••••••• G••••• L••	E•••••• F•••••••• E••••••	Jun 22, 2026	Jul 16, 2026	24	Firm change	Ibd to RIA
P••••••• C•••••• A••••••• C•••••••••	E•••••• A••••••• G••••• L••	Apr 3, 2023	Apr 3, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
112058:104510:CO:2026-06-17	Jun 22, 2026	Jul 16, 2026	GREENWOOD VILLAGE, CO	Firm change
107342:155172:TX:2021-08-17	Sep 9, 2021	Sep 15, 2021	PLANO, TX	Firm change

Relationships

Registered with (4)

→ E•••••• F•••••••• E••••••Registered adviserregistration: current employment
Jul 16, 2026 to presentfactForm ADV
→ E•••••• A••••••• G••••• L••Registered adviserregistration: previous registration
Apr 3, 2023 to Jun 22, 2026factForm ADV
→ P••••••• C•••••• A••••••• C•••••••••Registered adviserregistration: previous registration
Sep 15, 2021 to Apr 3, 2023factForm ADV
→ F••••• I•••••••••

Dated events

Occurred
Jun 22, 2026
Advisor changed firm
B•••• W••••• H••• left E•••••• A••••••• G••••• L•• for E•••••• F•••••••• E•••••• (registered 2026-07-16)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8c131221-204d-5169-d668-dcb1e1002eb2
First observed: Sep 14, 2011
Last observed: Sep 15, 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.