DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

E••• L••••• B•••••

Advisor at R••••• I••••••••• A•••••••

OKEMOS, MI

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Search this name across graphsid dfx:ria:b357727d-1e72-9137-d64d-18d37aa35c29

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 22, 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: R••••• I••••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 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
R••••• I••••••••• A•••••••	Independent wealth	Jun 7, 2026	n/a	yes	OKEMOS, MI	Current employment
R••••• I••••••••• A•••••••	Independent wealth	Aug 14, 2025	May 21, 2026	no	OKEMOS, MI	Previous registration

Relationships

Registered with (1)

→ R••••• I••••••••• A•••••••Registered adviserregistration: previous registration
Aug 14, 2025 to May 21, 2026factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b357727d-1e72-9137-d64d-18d37aa35c29
First observed: May 22, 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.