J•••• Q•••••

Advisor at E••••• W••••• A•••••••• L••

WEST HOLLYWOOD, CA | WALNUT CREEK, 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:9e8ffda6-827f-124d-f43a-6e96c4c3c0b8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Aug 2, 2017 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••••• W••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 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: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••••• W••••• A•••••••• L••	Independent wealth	Sep 3, 2026	n/a	yes	WALNUT CREEK, CA\|WEST HOLLYWOOD, CA	Current employment
A••••• W••••• P•••••••	Independent wealth	Nov 3, 2025	Feb 11, 2026	no	West Hollywood, CA\|SANTA MONICA, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••• W••••• P•••••••	E••••• W••••• A•••••••• L••	Feb 11, 2026	Sep 3, 2026	204	Firm change	RIA to RIA
E••••• J••••	A••••• W••••• P•••••••	Jul 15, 2018	Nov 3, 2025

Relationships

Registered with (3)

→ E••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Sep 3, 2026 to presentfactForm ADV
→ A••••• W••••• P•••••••Registered adviserregistration: previous registration
Nov 3, 2025 to Feb 11, 2026factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Aug 2, 2017 to Jul 15, 2018factForm ADV

Dated events

Occurred
Feb 11, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9e8ffda6-827f-124d-f43a-6e96c4c3c0b8
First observed: Aug 2, 2017
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.