J•••• R•• S••••

Advisor at E• W••••• A•••••••

Brighton, MI | TORRANCE, 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:8fb3c9d6-b955-53dd-b408-905064528361

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 26, 2006 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• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 11, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E• W••••• A•••••••	Independent wealth	Jan 2, 2025	n/a	yes	TORRANCE, CA\|Brighton, MI	Current employment
E•••••••• W••••• M••••••••• L••	Former SEC adviser	Jun 2, 2017	Jan 21, 2025	no	Ludington, MI\|BRIGHTON, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••• W••••• M••••••••• L••	E• W••••• A•••••••	Jan 21, 2025	Jan 2, 2025	-19	Firm change	RIA to RIA
C••••• I••••••••• A••••••• L••	E•••••••• W••••• M••••••••• L••	Jun 2, 2017	Jun 2, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
140736:111147:MI:2025-01-21	Jan 21, 2025	Jan 2, 2025	BRIGHTON, MI	Firm change

Relationships

Registered with (4)

→ E• W••••• A•••••••Registered adviserregistration: current employment
Jan 2, 2025 to presentfactForm ADV
→ E•••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jun 2, 2017 to Jan 21, 2025factForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jan 21, 2014 to Jun 2, 2017factForm ADV
→ C••••• I••••••••• S••••••• L••

Dated events

Occurred
Jan 21, 2025
Advisor changed firm
J•••• R•• S•••• left E•••••••• W••••• M••••••••• L•• for E• W••••• A••••••• (registered 2025-01-02)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8fb3c9d6-b955-53dd-b408-905064528361
First observed: Sep 26, 2006
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.