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RIA / WealthAdvisorCertified Financial Planner11 years in industry

ELIZABETH ELSA TAYLOR

Advisor at ELLA FINANCIAL ADVISING

OAKLAND, CA

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Search this name across graphsid dfx:ria:e2b7f4a7-9ddd-9f51-d93a-88176ef78be5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 9, 2014 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: ELLA FINANCIAL ADVISING
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: Oct 9, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
First registration: Oct 9, 2014
Dual registered: no
Other names: ELLA TAYLOR|LIZ TAYLOR
IAPD individual key: 6404273

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
ELLA FINANCIAL ADVISING	Independent wealth	Oct 15, 2025	n/a	yes	OAKLAND, CA	Current employment
ADASINA SOCIAL CAPITAL	Asset manager	Dec 8, 2015	Mar 2, 2020	no	BERKELEY, CA	Previous registration
CURTIS FINANCIAL PLANNING	Independent wealth	Aug 11, 2015	Feb 25, 2016	no	OAKLAND, CA	Previous registration
BRIGHTON JONES LLC	Independent wealth	Oct 9, 2014	Oct 14, 2014	no	SAN FRANCISCO, CA\|SEATTLE, WA	Previous registration

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
ADASINA SOCIAL CAPITAL	ELLA FINANCIAL ADVISING	Mar 2, 2020	Oct 15, 2025	2,053	Firm change after gap	RIA to RIA
CURTIS FINANCIAL PLANNING	ADASINA SOCIAL CAPITAL	Feb 25, 2016	Dec 8, 2015	-79	Firm change after gap	RIA to RIA
BRIGHTON JONES LLC	CURTIS FINANCIAL PLANNING	Oct 14, 2014	Aug 11, 2015	301	Firm change	Other

Relationships

Registered with (4)

→ ELLA FINANCIAL ADVISINGRegistered adviserregistration: current employment
Oct 15, 2025 to presentfactForm ADV
→ ADASINA SOCIAL CAPITALRegistered adviserregistration: previous registration
Dec 8, 2015 to Mar 2, 2020factForm ADV
→ CURTIS FINANCIAL PLANNINGRegistered adviserregistration: previous registration
Aug 11, 2015 to Feb 25, 2016factForm ADV
→ BRIGHTON JONES LLCRegistered adviserregistration: previous registration
Oct 9, 2014 to Oct 14, 2014factForm ADV

Dated events

No dated event names this entity yet.