DFX Intelligence

E••••••• G••••• I•••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

E••••••• G••••• I•••••••••

E••••••• G••••• I•••••••••, LLC, CRD 290875

CORAL GABLES, FL

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Search this name across graphsid dfx:ria:9520ceb6-f7cf-cf5c-0be0-a2e51230fa9c

Data as of Apr 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 8, 2026 to Apr 8, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $22.6M••• Locked
Discretionary RAUM: $22.6M
Private client RAUM: $22.6Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 4
Advisory employees: 4

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
C•••• M••••••	n/a	CORAL GABLES, FL	4	23	4	no
J•••• C••••••• G•••••	n/a	CORAL GABLES, FL	0	11

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	n/a	0	0	0	0	1

Relationships

Registered with (3)

← J•••• C••••••• G•••••Advisorregistration: current employment
Jun 29, 2026 to presentfactForm ADV
← C•••• M••••••Advisorregistration: current employment
Oct 5, 2021 to presentfactForm ADV
← J•••• E••••••Advisorregistration: previous registration
Oct 22, 2025 to Nov 12, 2025factForm ADV

Dated events

Occurred
Nov 12, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9520ceb6-f7cf-cf5c-0be0-a2e51230fa9c
First observed: Apr 8, 2026
Last observed: Apr 8, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds 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.