DFX Intelligence

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

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RIA / WealthAdvisor19 years in industry

A••••• E• R••••••••

Advisor at E••••• A••••••• P••••••• L••

GILBERT, AZ

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Search this name across graphsid dfx:ria:d60090ff-cbe2-f221-ffea-7f4e6c1aca2a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Oct 23, 2007 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••••• A••••••• P••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 4, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••••• A••••••• P••••••• L••	Independent wealth	Mar 24, 2026	n/a	yes	GILBERT, AZ	Current employment
Z••••• W••••• A•••••••	Independent wealth	Mar 3, 2022	Jan 23, 2026	no	SCOTTSDALE, AZ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
Z••••• W••••• A•••••••	E••••• A••••••• P••••••• L••	Jan 23, 2026	Mar 24, 2026	60	Firm change	RIA to RIA
B•• F•••••••• P•••••• W•••••• I•••	Z••••• W••••• A•••••••	Oct 29, 2019	Mar 3, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
125910:106733:CO:2019-10-29	Oct 29, 2019	Jun 28, 2019	DENVER, CO	Firm change after gap

Relationships

Registered with (6)

→ E••••• A••••••• P••••••• L••Registered adviserregistration: current employment
Mar 24, 2026 to presentfactForm ADV
→ Z••••• W••••• A•••••••Registered adviserregistration: previous registration
Mar 3, 2022 to Jan 23, 2026factForm ADV
→ B•• F•••••••• P•••••• W•••••• I•••Registered adviserregistration: previous registration
Jun 28, 2019 to Oct 29, 2019factForm ADV
→ C•••• W•••••

Dated events

Occurred
Jan 23, 2026
Advisor changed firm
A••••• E• R•••••••• left Z••••• W••••• A••••••• for E••••• A••••••• P••••••• L•• (registered 2026-03-24)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d60090ff-cbe2-f221-ffea-7f4e6c1aca2a
First observed: Oct 23, 2007
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.