DFX Intelligence

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

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RIA / WealthAdvisor27 years in industry

M•••••• B••• C••••••

Advisor at E• W••••• A•••••••

Salem, OR | TORRANCE, 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:b2c0f425-c0f3-2a49-a8e3-8927ce40031a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 21, 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• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 22, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E• W••••• A•••••••	Independent wealth	Jan 15, 2026	n/a	yes	TORRANCE, CA\|Salem, OR	Current employment
C•••••••• W••••• A•••••••• L••	Former SEC adviser	Nov 28, 2019	Jul 21, 2026	no	Salem, OR\|Buckeye, AZ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• W••••• A•••••••• L••	E• W••••• A•••••••	Jul 21, 2026	Jan 15, 2026	-187	Firm change after gap	RIA to RIA
C••••••• W••••• A•••••••• L••	C•••••••• W••••• A•••••••• L••	Dec 13, 2019	Nov 28, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
305737:111147:OR:2026-07-21	Jul 21, 2026	Jan 15, 2026	SALEM, OR	Firm change after gap
11025:287670:OR:2017-03-14	Mar 14, 2017	Mar 10, 2017	SALEM, OR	Firm change

Relationships

Registered with (5)

→ E• W••••• A•••••••Registered adviserregistration: current employment
Jan 15, 2026 to presentfactForm ADV
→ C•••••••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Nov 28, 2019 to Jul 21, 2026factForm ADV
→ C••••••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Mar 10, 2017 to Dec 13, 2019factForm ADV
→ W•••• F•••• A•••••••

Dated events

Occurred
Jul 21, 2026
Advisor changed firm
M•••••• B••• C•••••• left C•••••••• W••••• A•••••••• L•• for E• W••••• A••••••• (registered 2026-01-15)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b2c0f425-c0f3-2a49-a8e3-8927ce40031a
First observed: Sep 21, 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.