DFX Intelligence

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

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RIA / WealthAdvisor18 years in industry

C••••••••• R•••••• R•••

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

Roseville, 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:dcda4496-1a8f-b6b0-2bbb-ba0ea062cfd0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: May 28, 2008 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•••••••• M••• A•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 22, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••••• M••• A•••• M••••••••• L••	Independent wealth	Sep 9, 2022	n/a	yes	DANVILLE, CA\|Roseville, CA	Current employment
V••••• A•••• M•••••••••	Independent wealth	May 1, 2019	Nov 30, 2022	no	Roseville, CA\|DURHAM, NC\|ROSEVILLE, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••••• A•••• M•••••••••	E•••••••• M••• A•••• M••••••••• L••	Nov 30, 2022	Sep 9, 2022	-82	Firm change after gap	RIA to new firm
C•••••••• F•••••••• G•••• A•••••••	V••••• A•••• M•••••••••	Jun 12, 2009	May 1, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
158667:322382:CA:2022-11-30	Nov 30, 2022	Sep 9, 2022	ROSEVILLE, CA	Firm change after gap

Relationships

Registered with (3)

→ E•••••••• M••• A•••• M••••••••• L••Registered adviserregistration: current employment
Sep 9, 2022 to presentfactForm ADV
→ V••••• A•••• M•••••••••Registered adviserregistration: previous registration
May 1, 2019 to Nov 30, 2022factForm ADV
→ C•••••••• F•••••••• G•••• A•••••••Registered adviserregistration: previous registration
May 28, 2008 to Jun 12, 2009factForm 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:dcda4496-1a8f-b6b0-2bbb-ba0ea062cfd0
First observed: May 28, 2008
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.