DFX Intelligence
Reading the graph
Reading the graph
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Advisor at E•••••••• W••••• M•••••••••
SEATTLE, WA | San Francisco, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| E•••••••• W••••• M••••••••• | Independent wealth | Oct 8, 2025 | n/a | yes | San Francisco, CA|SEATTLE, WA | Current employment |
| F••••• I••••••••• | Independent wealth | Aug 16, 2022 | Sep 19, 2025 | no | PLANO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| F••••• I••••••••• | E•••••••• W••••• M••••••••• | Sep 19, 2025 | Oct 8, 2025 | 19 | Firm change | RIA to RIA |