DFX Intelligence

B••••• E•••••••• W•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst18 years in industry

B••••• E•••••••• W•••••

Advisor at F•••• P••••••• W•••••• L••

San Diego, CA

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Search this name across graphsid dfx:ria:ec737060-abad-0cab-1f12-6fd570613c01

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 29, 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: F•••• P••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• P••••••• W•••••• L••	Independent wealth	Sep 3, 2024	n/a	yes	San Diego, CA	Current employment
H••••••••• L••	Former SEC adviser	Apr 26, 2022	Nov 21, 2024	no	SAN DIEGO, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••••••• L••	F•••• P••••••• W•••••• L••	Nov 21, 2024	Sep 3, 2024	-79	Firm change after gap	RIA to RIA
Z•••••• W••••• P•••••••	H••••••••• L••	Nov 15, 2017	Apr 26, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
141125:159289:CA:2024-11-21	Nov 21, 2024	Sep 3, 2024	SAN DIEGO, CA	Firm change after gap

Relationships

Registered with (5)

→ F•••• P••••••• W•••••• L••Registered adviserregistration: current employment
Sep 3, 2024 to presentfactForm ADV
→ H••••••••• L••Registered adviserregistration: previous registration
Apr 26, 2022 to Nov 21, 2024factForm ADV
→ Z•••••• W••••• P•••••••Registered adviserregistration: previous registration
Jul 2, 2014 to Nov 15, 2017factForm ADV
→ E•••••••• A•••••••• L••

Dated events

Occurred
Nov 21, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ec737060-abad-0cab-1f12-6fd570613c01
First observed: Oct 29, 2008
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.