DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

J••• E••••• R••••••

Advisor at E•••••••• W••••• M•••••••••

SEATTLE, WA | Menlo Park, CA

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Search this name across graphsid dfx:ria:cc146e44-c9be-9c0a-56be-6a7618504a3e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Feb 8, 2022 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••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 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
E•••••••• W••••• M•••••••••	Independent wealth	May 5, 2026	n/a	yes	SEATTLE, WA\|Menlo Park, CA	Current employment
R••••••••• C•••••• M•••••••••	Bd affiliated wealth	Mar 20, 2025	May 13, 2026	no	Los Angeles, CA\|Los Gatos, CA\|San Francisco, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••••••••• C•••••• M•••••••••	E•••••••• W••••• M•••••••••	May 13, 2026	May 5, 2026	-8	Firm change	Ibd to RIA
B•••••••••	R••••••••• C•••••• M•••••••••	Sep 6, 2022	Mar 20, 2025

Relationships

Registered with (3)

→ E•••••••• W••••• M•••••••••Registered adviserregistration: current employment
May 5, 2026 to presentfactForm ADV
→ R••••••••• C•••••• M•••••••••Registered adviserregistration: previous registration
Mar 20, 2025 to May 13, 2026factForm ADV
→ B•••••••••Registered adviserregistration: previous registration
Feb 8, 2022 to Sep 6, 2022factForm ADV

Dated events

Occurred
May 13, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Sep 6, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cc146e44-c9be-9c0a-56be-6a7618504a3e
First observed: Feb 8, 2022
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.