DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner24 years in industry

R•••••• D•••• D•••••••

Advisor at E• W••••• A•••••••

Media, PA | TORRANCE, CA

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Search this name across graphsid dfx:ria:c569c138-4f5b-ba4b-f99b-0818bb926ff8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 1
Observed: Jun 11, 2003 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

R•••••• D•••• D•••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

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: Aug 26, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E• W••••• A•••••••	Independent wealth	Apr 18, 2023	n/a	yes	Media, PA\|TORRANCE, CA	Current employment
L••••• F•••••••• R••••••••	Former SEC adviser	Jul 20, 2018	May 15, 2023	no	MEDIA, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L••••• F•••••••• R••••••••	E• W••••• A•••••••	May 15, 2023	Apr 18, 2023	-27	Firm change	RIA to RIA
L••••• F•••••••• R••••••••• I•••	L••••• F•••••••• R••••••••	Jun 27, 2019	Jul 20, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
292523:111147:PA:2023-05-15	May 15, 2023	Apr 18, 2023	MEDIA, PA	Firm change
139500:292523:PA:2019-06-27	Jun 27, 2019	Jul 20, 2018	MEDIA, PA	Firm change after gap

Relationships

Registered with (6)

→ E• W••••• A•••••••Registered adviserregistration: current employment
Apr 18, 2023 to presentfactForm ADV
→ L••••• F•••••••• R••••••••Registered adviserregistration: previous registration
Jul 20, 2018 to May 15, 2023factForm ADV
→ L••••• F•••••••• R••••••••• I•••Registered adviserregistration: previous registration
Feb 24, 2006 to Jun 27, 2019factForm ADV
→ P•• F••••••••• L••Registered adviser

Dated events

Occurred
May 15, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c569c138-4f5b-ba4b-f99b-0818bb926ff8
First observed: Jun 11, 2003
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.