DFX Intelligence

J••••••• C••••• B••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

J••••••• C••••• B••••

Advisor at E• W••••• A•••••••

TORRANCE, CA

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Search this name across graphsid dfx:ria:cf9039e7-8153-b9b8-f337-97024e91a243

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 10, 2018 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• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2015earliest 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: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E• W••••• A•••••••	Independent wealth	Nov 13, 2025	n/a	yes	TORRANCE, CA\|TORRANCE, CA	Current employment
H••••• F•••••••• A•••••••• I•••	Former SEC adviser	May 10, 2018	Nov 23, 2020	no	PALOS VERDES ESTATES, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••• F•••••••• A•••••••• I•••	E• W••••• A•••••••	Nov 23, 2020	Nov 13, 2025	1,816	Firm change after gap	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
107510:111147:CA:2020-11-23	Nov 23, 2020	Nov 13, 2025	PALOS VERDES ESTATES, CA	Firm change after gap

Relationships

Registered with (2)

→ E• W••••• A•••••••Registered adviserregistration: current employment
Nov 13, 2025 to presentfactForm ADV
→ H••••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
May 10, 2018 to Nov 23, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cf9039e7-8153-b9b8-f337-97024e91a243
First observed: May 10, 2018
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.