DFX Intelligence

B•••••• R••• B••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor13 years in industry

B•••••• R••• B••••••

Advisor at E••••• P•••••••• L••

ORMOND BEACH, FL | BALDWIN, MD

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Search this name across graphsid dfx:ria:985c3faa-906e-4700-3669-9f7945108bc9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 16, 2013 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••••• P•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 15, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom 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•••••••• L••	State registered	Apr 19, 2022	n/a	yes	ORMOND BEACH, FL\|BALDWIN, MD	Current employment
S•••••• M••••• L••	Independent wealth	Apr 16, 2013	Aug 21, 2017	no	HUNT VALLEY, MD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••• M••••• L••	E••••• P•••••••• L••	Aug 21, 2017	Apr 19, 2022	1,702	Firm change after gap	Other

Relationships

Registered with (2)

→ E••••• P•••••••• L••Registered adviserregistration: current employment
Apr 19, 2022 to presentfactForm ADV
→ S•••••• M••••• L••Registered adviserregistration: previous registration
Apr 16, 2013 to Aug 21, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:985c3faa-906e-4700-3669-9f7945108bc9
First observed: Apr 16, 2013
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.