Y••• I• K•••••

Advisor at E•••••• W••••• L••

BEVERLY HILLS, CA

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:8c534ee3-39b2-3ffc-a596-0a33f89d9bd5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 2
Observed: May 5, 2008 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Y••• I• K•••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

Y••• I• K•••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: E•••••• W••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 10, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••• W••••• L••	Independent wealth	May 10, 2024	n/a	yes	BEVERLY HILLS, CA	Current employment
F•••• R••••••• S••••••••• C••••••• L••	Former SEC adviser	Mar 25, 2011	Aug 20, 2013	no	SAN FRANCISCO, CA\|WELLESLEY, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••• R••••••• S••••••••• C••••••• L••	E•••••• W••••• L••	Aug 20, 2013	May 10, 2024	3,916	Firm change after gap	Other
J••• M••••• P•••••• W••••• A••••••• L••	F•••• R••••••• W••••• A•••••••• L••	Aug 20, 2013	May 21, 2009

Relationships

Registered with (4)

→ E•••••• W••••• L••Registered adviserregistration: current employment
May 10, 2024 to presentfactForm ADV
→ F•••• R••••••• S••••••••• C••••••• L••Registered adviserregistration: previous registration
Mar 25, 2011 to Aug 20, 2013factForm ADV
→ J••• M••••• P•••••• W••••• A••••••• L••Registered adviserregistration: previous registration
May 5, 2008 to Aug 20, 2013factForm ADV
→ F•••• R••••••• W••••• A•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8c534ee3-39b2-3ffc-a596-0a33f89d9bd5
First observed: May 5, 2008
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.