DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

M•••• P•••••• C••••

Advisor at E•••••••• M••• A•••• M••••••••• L••

ROCKLIN, CA | DANVILLE, CA

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Search this name across graphsid dfx:ria:c90b3159-7582-dbc7-6a3f-17433b12ea0b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jul 27, 2021 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•••••••• M••• A•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••••• M••• A•••• M••••••••• L••	Independent wealth	Sep 1, 2022	n/a	yes	ROCKLIN, CA\|DANVILLE, CA	Current employment
V••••• A•••• M•••••••••	Independent wealth	Jul 27, 2021	Sep 28, 2022	no	ROCKLIN, CA\|Rocklin, CA\|DURHAM, NC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••••• A•••• M•••••••••	E•••••••• M••• A•••• M••••••••• L••	Sep 28, 2022	Sep 1, 2022	-27	Firm change	RIA to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
158667:322382:NC:2022-09-28	Sep 28, 2022	Sep 1, 2022	DURHAM, NC	Firm change

Relationships

Registered with (2)

→ E•••••••• M••• A•••• M••••••••• L••Registered adviserregistration: current employment
Sep 1, 2022 to presentfactForm ADV
→ V••••• A•••• M•••••••••Registered adviserregistration: previous registration
Jul 27, 2021 to Sep 28, 2022factForm ADV

Dated events

Occurred
Sep 28, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c90b3159-7582-dbc7-6a3f-17433b12ea0b
First observed: Jul 27, 2021
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.