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L••••••• N••••• H•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner22 years in industry

L••••••• N••••• H•••

Advisor at E•••••• F•••••••• E••••••

ALEXANDRIA, VA

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Search this name across graphsid dfx:ria:cfae755b-1d32-ecf2-c6d1-d4ac342b06d1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 4, 2004 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•••••• F•••••••• E••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 23, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••• F•••••••• E••••••	Independent wealth	Nov 1, 2018	n/a	yes	ALEXANDRIA, VA	Current employment
E•••••• F•••••••• S•••••••• L••	Former SEC adviser	May 12, 2016	Nov 1, 2018	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••• F•••••••• S•••••••• L••	E•••••• F•••••••• E••••••	Nov 1, 2018	Nov 1, 2018	0	Bulk transfer	Ibd to RIA
P•••• S••••••••• L••	E•••••• F•••••••• S•••••••• L••	Apr 18, 2016

Relationships

Registered with (4)

→ E•••••• F•••••••• E••••••Registered adviserregistration: current employment
Nov 1, 2018 to presentfactForm ADV
→ E•••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
May 12, 2016 to Nov 1, 2018factForm ADV
→ P•••• S••••••••• L••Registered adviserregistration: previous registration
Nov 3, 2014 to Apr 18, 2016factForm ADV
→ E•••••••• A•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cfae755b-1d32-ecf2-c6d1-d4ac342b06d1
First observed: Oct 4, 2004
Last observed: Sep 14, 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.