DFX Intelligence

E••••• V•••••• H••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

E••••• V•••••• H••••••

Advisor at O•• W••••• I••••••••

BOCA RATON, FL

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Search this name across graphsid dfx:ria:e4abd78e-0270-93c7-1ae6-65468cb85805

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Apr 24, 2018 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: O•• W••••• I••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••• W••••• A••••••• L••	Independent wealth	Aug 28, 2026	n/a	yes	BOCA RATON, FL	Current employment
O•• W••••• I••••••••	Independent wealth	Mar 15, 2021	n/a	yes	BOCA RATON, FL	Current employment

Relationships

Registered with (2)

→ S••••• W••••• A••••••• L••Registered adviserregistration: current employment
Aug 28, 2026 to presentfactForm ADV
→ O•• W••••• I••••••••Registered adviserregistration: previous registration
Apr 24, 2018 to Jul 7, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e4abd78e-0270-93c7-1ae6-65468cb85805
First observed: Apr 24, 2018
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.