DFX Intelligence

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

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RIA / WealthAdvisor22 years in industry

R••• L••••••• M•••••

Advisor at E• W••••• A•••••••

TORRANCE, CA | Boise, ID

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Search this name across graphsid dfx:ria:a8fe4818-68be-353a-6cc1-f29e44852c71

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 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• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E• W••••• A•••••••	Independent wealth	Jun 11, 2025	n/a	yes	Boise, ID\|TORRANCE, CA	Current employment
B••••••••• M••• M•••••	Former SEC adviser	Mar 10, 2020	Jun 27, 2025	no	BOISE, ID	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••••• M••• M•••••	E• W••••• A•••••••	Jun 27, 2025	Jun 11, 2025	-16	Firm change	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
109361:111147:ID:2025-06-27	Jun 27, 2025	Jun 11, 2025	BOISE, ID	Firm change

Relationships

Registered with (2)

→ E• W••••• A•••••••Registered adviserregistration: current employment
Jun 11, 2025 to presentfactForm ADV
→ B••••••••• M••• M•••••Registered adviserregistration: previous registration
Mar 10, 2020 to Jun 27, 2025factForm ADV

Dated events

Occurred
Jun 27, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a8fe4818-68be-353a-6cc1-f29e44852c71
First observed: Mar 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.