R••• S• H••••••

Advisor at E•••••••• P••

Berwyn, PA | BERWYN, PA

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Search this name across graphsid dfx:ria:8ee4095f-8a7c-0e6e-4de9-a6bfe151feec

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 11, 2019 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•••••••• P••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••••• P••	Independent wealth	Oct 22, 2021	n/a	yes	Berwyn, PA\|BERWYN, PA	Current employment
R••••••••• I•••	Former SEC adviser	Jan 11, 2019	Jul 14, 2021	no	LAMBERTVILLE, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••••••••• I•••	E•••••••• P••	Jul 14, 2021	Oct 22, 2021	100	Firm change	Other

Relationships

Registered with (2)

→ E•••••••• P••Registered adviserregistration: current employment
Oct 22, 2021 to presentfactForm ADV
→ R••••••••• I•••Registered adviserregistration: previous registration
Jan 11, 2019 to Jul 14, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8ee4095f-8a7c-0e6e-4de9-a6bfe151feec
First observed: Jan 11, 2019
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.