DFX Intelligence

D•••• A••••• H•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor13 years in industry

D•••• A••••• H•••••

Advisor at E•••••••• M••• A•••• M••••••••• L••

DANVILLE, CA | New Berlin, WI

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Search this name across graphsid dfx:ria:8e1fba98-5300-9376-4fab-781ab10279b4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: May 8, 2017 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: E•••••••• M••• A•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••••• M••• A•••• M••••••••• L••	Independent wealth	Jan 13, 2026	n/a	yes	New Berlin, WI\|DANVILLE, CA	Current employment
G••••• V••• C•••••• M••••••••• L••	Independent wealth	Jul 20, 2017	Jan 14, 2026	no	GRAYSLAKE, IL\|WAUKESHA, WI\|WAUKESHA, WI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••• V••• C•••••• M••••••••• L••	E•••••••• M••• A•••• M••••••••• L••	Jan 14, 2026	Jan 13, 2026	-1	Firm change	RIA to RIA
M••••• O• O•••• I••••••• S•••••••• I•••	G••••• V••• C•••••• M••••••••• L••	Jun 21, 2017	Jul 20, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
158292:322382:WI:2026-01-14	Jan 14, 2026	Jan 13, 2026	WAUKESHA, WI	Firm change

Relationships

Registered with (3)

→ E•••••••• M••• A•••• M••••••••• L••Registered adviserregistration: current employment
Jan 13, 2026 to presentfactForm ADV
→ G••••• V••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Jul 20, 2017 to Jan 14, 2026factForm ADV
→ M••••• O• O•••• I••••••• S•••••••• I•••Registered adviserregistration: previous registration
May 8, 2017 to Jun 21, 2017factForm ADV

Dated events

Occurred
Jan 14, 2026
Advisor changed firm
D•••• A••••• H••••• left G••••• V••• C•••••• M••••••••• L•• for E•••••••• M••• A•••• M••••••••• L•• (registered 2026-01-13)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8e1fba98-5300-9376-4fab-781ab10279b4
First observed: May 8, 2017
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.