A•••• C••••••••

Advisor at E•••• • Y•••• I••••••••• A••••••• L••

Phoenix, AZ

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:94ad1dc9-b4c1-0e5b-7b43-26418a30307a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
On other graphs: 0
Observed: Dec 10, 2020 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•••• • Y•••• I••••••••• A••••••• L••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Apr 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••• • Y•••• I••••••••• A••••••• L••	No RAUM reported	Jun 10, 2026	n/a	yes	Phoenix, AZ\|Phoenix, AZ	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Aug 8, 2024	Feb 11, 2026	no	SCOTTSDALE, AZ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	E•••• • Y•••• I••••••••• A••••••• L••	Feb 11, 2026	Jun 10, 2026	119	Firm change	Other
L•• F•••••••• L••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	May 17, 2024	Aug 8, 2024

Relationships

Registered with (5)

→ E•••• • Y•••• I••••••••• A••••••• L••Registered adviserregistration: current employment
Jun 10, 2026 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Aug 8, 2024 to Feb 11, 2026factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
May 3, 2024 to May 17, 2024factForm ADV
→ F•••• C••••••• I••••••• S•••••••• I•••

Dated events

Occurred
Feb 11, 2026
Advisor changed firm
A•••• C•••••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for E•••• • Y•••• I••••••••• A••••••• L•• (registered 2026-06-10)
Form ADVobserved 7 days ago
Occurred
May 17, 2024
Advisor changed firm
A•••• C•••••••• left L•• F•••••••• L•• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2024-08-08)
Form ADVobserved 7 days ago
Occurred
Apr 9, 2024
Advisor changed firm
A•••• C•••••••• left F•••• C••••••• I••••••• S•••••••• I••• for L•• F•••••••• L•• (registered 2024-05-03)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:94ad1dc9-b4c1-0e5b-7b43-26418a30307a
First observed: Dec 10, 2020
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.