E••• D• E•••••

Advisor at E••••••••• W••••• A•••••••• L••

BIRMINGHAM, AL | Clearwater, FL

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:b8598f4c-0903-9395-6381-8664c6b92eb9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 12, 2013 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: E••••••••• W••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom 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
E••••••••• W••••• A•••••••• L••	Independent wealth	Jun 23, 2026	n/a	yes	Clearwater, FL\|BIRMINGHAM, AL	Current employment
R•••• • A•••••••••	Independent wealth	Jan 23, 2017	Jun 19, 2026	no	SAFETY HARBOR, FL\|SAFETY HARBOR, FL\|SAFETY HARBOR, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••• • A•••••••••	E••••••••• W••••• A•••••••• L••	Jun 19, 2026	Jun 23, 2026	4	Firm change	RIA to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	R•••• • A•••••••••	Jan 17, 2017	Jan 23, 2017

Relationships

Registered with (3)

→ E••••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Jun 23, 2026 to presentfactForm ADV
→ R•••• • A•••••••••Registered adviserregistration: previous registration
Jan 23, 2017 to Jun 19, 2026factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Apr 12, 2013 to Jan 17, 2017factForm ADV

Dated events

Occurred
Jun 19, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b8598f4c-0903-9395-6381-8664c6b92eb9
First observed: Apr 12, 2013
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.