DFX Intelligence

E••• K••••• A••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor23 years in industry

E••• K••••• A••••

Advisor at F••••••• F•••••••• S••••••••• L••

Saint Simons Island, GA

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Search this name across graphsid dfx:ria:9120ca92-6c24-23ea-f34e-b1be26e2129b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jan 16, 2004 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: F••••••• F•••••••• S••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 19, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••• F•••••••• S••••••••• L••	Independent wealth	Jun 24, 2026	n/a	yes	Saint Simons Island, GA	Current employment
M••••••	Bd affiliated wealth	Jan 26, 2022	Jun 9, 2026	no	McMinnville, OR	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••	F••••••• F•••••••• S••••••••• L••	Jun 9, 2026	Jun 24, 2026	15	Firm change	Ibd to RIA
C••••••• A••••••• S•••••••• L••	M••••••	Jan 28, 2022	Jan 26, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
290231:140195:OR:2022-01-28	Jan 28, 2022	Jan 26, 2022	MCMINNVILLE, OR	Firm change
10299:290231:OR:2018-10-24	Oct 24, 2018	Jul 6, 2018	PORTLAND, OR	Firm change after gap

Relationships

Registered with (5)

→ F••••••• F•••••••• S••••••••• L••Registered adviserregistration: current employment
Jun 24, 2026 to presentfactForm ADV
→ M••••••Registered adviserregistration: previous registration
Jan 26, 2022 to Jun 9, 2026factForm ADV
→ C••••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Jul 6, 2018 to Jan 28, 2022factForm ADV
→ C••••• A••••••• L••

Dated events

Occurred
Jun 9, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jan 28, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9120ca92-6c24-23ea-f34e-b1be26e2129b
First observed: Jan 16, 2004
Last observed: Sep 14, 2026 9 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.