DFX Intelligence

V•••••• A•••• W•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst21 years in industry

V•••••• A•••• W•••••••

Advisor at E•••••••• G••••• A•••••••• L••

SAN DIEGO, CA

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Search this name across graphsid dfx:ria:a3d62fe3-4873-b06a-de2f-5051712ab1f8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 1, 2005 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•••••••• G••••• A•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••••• G••••• A•••••••• L••	State registered	May 18, 2018	n/a	yes	SAN DIEGO, CA	Current employment
N••••••••• C•••••• M••••••••• L••	n/a	Aug 1, 2005	Jul 12, 2007	no	SAN DIEGO, CA\|SAN DIEGO, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••••• C•••••• M••••••••• L••	E•••••••• G••••• A•••••••• L••	Jul 12, 2007	May 18, 2018	3,963	Firm change after gap	Other

Relationships

Registered with (2)

→ E•••••••• G••••• A•••••••• L••Registered adviserregistration: current employment
May 18, 2018 to presentfactForm ADV
→ N••••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Aug 1, 2005 to Jul 12, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a3d62fe3-4873-b06a-de2f-5051712ab1f8
First observed: Aug 1, 2005
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.