E••• O••

Advisor at E•••••••• M••• A•••• M••••••••• L••

San Diego, CA | DANVILLE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d781435d-0817-a623-a6f3-effde414e856

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: May 22, 2019 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•••••••• M••• A•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••••• M••• A•••• M••••••••• L••	Independent wealth	Aug 31, 2022	n/a	yes	San Diego, CA\|DANVILLE, CA	Current employment
V••••• A•••• M•••••••••	Independent wealth	May 22, 2019	Nov 30, 2022	no	San Diego, CA\|DURHAM, NC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••••• A•••• M•••••••••	E•••••••• M••• A•••• M••••••••• L••	Nov 30, 2022	Aug 31, 2022	-91	Firm change after gap	RIA to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
158667:322382:NC:2022-11-30	Nov 30, 2022	Aug 31, 2022	DURHAM, NC	Firm change after gap

Relationships

Registered with (2)

→ E•••••••• M••• A•••• M••••••••• L••Registered adviserregistration: current employment
Aug 31, 2022 to presentfactForm ADV
→ V••••• A•••• M•••••••••Registered adviserregistration: previous registration
May 22, 2019 to Nov 30, 2022factForm ADV

Dated events

Occurred
Nov 30, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d781435d-0817-a623-a6f3-effde414e856
First observed: May 22, 2019
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.