DFX Intelligence

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

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RIA / WealthAdvisor24 years in industry

E••• C•••••• J••••••

Advisor at E•• W••••• M••••••••• L••

Port Angeles, WA

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Search this name across graphsid dfx:ria:f2d7a078-12a8-7ad0-94a6-09af315583e5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 16, 2003 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•• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Dec 20, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•• W••••• M••••••••• L••	State registered	Apr 11, 2024	n/a	yes	Port Angeles, WA	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Aug 9, 2021	Aug 3, 2023	no	SEQUIM, WA\|BELLEVUE, WA\|PORT ANGELES, WA\|SEQUIM, WA\|PORT ANGELES, WA\|FORKS, WA\|BELLINGHAM, WA\|SILVERDALE, WA\|BELLINGHAM, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	E•• W••••• M••••••••• L••	Aug 3, 2023	Apr 11, 2024	252	Firm change	Ibd to state RIA
P•••••••• S••••••••• I•••	L•• F•••••••• L••	Jun 15, 2021	Aug 9, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:149777:WA:2016-07-06	Jul 12, 2016	Jul 11, 2016	SEATTLE, WA	Firm change

Relationships

Registered with (6)

→ E•• W••••• M••••••••• L••Registered adviserregistration: current employment
Apr 11, 2024 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Aug 9, 2021 to Aug 3, 2023factForm ADV
→ P•••••••• S••••••••• I•••Registered adviserregistration: previous registration
Nov 25, 2020 to Jun 15, 2021factForm ADV
→ M••••• S••••••

Dated events

Occurred
Aug 3, 2023
Advisor changed firm
E••• C•••••• J•••••• left L•• F•••••••• L•• for E•• W••••• M••••••••• L•• (registered 2024-04-11)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f2d7a078-12a8-7ad0-94a6-09af315583e5
First observed: May 16, 2003
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.