DFX Intelligence

E••• L••••••• K••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor29 years in industry

E••• L••••••• K••••••••

Advisor at P•••••• W••••• A•••••••• I•••

Woodland Hills, CA | WOODLAND HILLS, CA

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Search this name across graphsid dfx:ria:a9681d96-d6bc-0a7d-f8cb-ac97b7328fcf

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 3, 2019 to Sep 15, 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: P•••••• W••••• A•••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 28, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••• W••••• A•••••••• I•••	State registered	Apr 9, 2026	n/a	yes	WOODLAND HILLS, CA\|Woodland Hills, CA	Current employment
R•••• I••••••••• A••••••• L••	Bd affiliated wealth	May 3, 2019	Nov 6, 2019	no	Las Vegas, NV\|KENTWOOD, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••• I••••••••• A••••••• L••	P•••••• W••••• A•••••••• I•••	Nov 6, 2019	Apr 9, 2026	2,346	Firm change after gap	Ibd to state RIA

Relationships

Registered with (2)

→ P•••••• W••••• A•••••••• I•••Registered adviserregistration: current employment
Apr 9, 2026 to presentfactForm ADV
→ R•••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
May 3, 2019 to Nov 6, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a9681d96-d6bc-0a7d-f8cb-ac97b7328fcf
First observed: May 3, 2019
Last observed: Sep 15, 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.