DFX Intelligence

T••••• M• M•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor17 years in industry

T••••• M• M•••••

Advisor at E•••••••• P••••••• L••

EDGEWATER, NJ | PHOENIX, AZ

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Search this name across graphsid dfx:ria:e6646403-7d6a-dca1-ec2f-f4c9ffee1074

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 15, 2010 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•••••••• P••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 8, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••••• P••••••• L••	State registered	Jan 1, 2026	n/a	yes	PHOENIX, AZ\|EDGEWATER, NJ	Current employment
B•••••••• W••••• P•••••••• L••	Former SEC adviser	Jan 31, 2022	Dec 31, 2023	no	NEW YORK, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••••••• W••••• P•••••••• L••	E•••••••• P••••••• L••	Dec 31, 2023	Jan 1, 2026	732	Firm change after gap	RIA to state RIA
H••••••• W••••• P•••••••	B•••••••• W••••• P•••••••• L••	Apr 22, 2020	Jan 31, 2022

Relationships

Registered with (4)

→ E•••••••• P••••••• L••Registered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ B•••••••• W••••• P•••••••• L••Registered adviserregistration: previous registration
Jan 31, 2022 to Dec 31, 2023factForm ADV
→ H••••••• W••••• P•••••••Registered adviserregistration: previous registration
Jun 1, 2018 to Apr 22, 2020factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Dec 31, 2023
Advisor changed firm
T••••• M• M••••• left B•••••••• W••••• P•••••••• L•• for E•••••••• P••••••• L•• (registered 2026-01-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e6646403-7d6a-dca1-ec2f-f4c9ffee1074
First observed: Jun 15, 2010
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.