DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

E••••• B••••• P••••••••

Advisor at A•••• P•••••• W•••••

Shaker Heights, OH | CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f8a4277d-56aa-5b68-ae7d-b56d6af9a215

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: May 27, 2021 to Sep 15, 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: A•••• P•••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom 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
A•••• P•••••• W•••••	Independent wealth	Feb 26, 2026	n/a	yes	CHICAGO, IL\|Shaker Heights, OH	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Sep 5, 2025	Mar 6, 2026	no	CLEVELAND, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	A•••• P•••••• W•••••	Mar 6, 2026	Feb 26, 2026	-8	Firm change	Ibd to RIA
M••••• • M•••• F•••••••• S•••••••• L•••	C••••• I••••••••• A••••••• L••	Sep 18, 2025	Sep 5, 2025

Team moves

••• Locked

Team	Left	Joined	From	Kind
127544:105644:OH:2025-09-18	Sep 18, 2025	Sep 5, 2025	CLEVELAND, OH	Firm change
104556:127544:OH:2025-09-05	Sep 5, 2025	Jul 28, 2021	CLEVELAND, OH	Firm change after gap

Relationships

Registered with (4)

→ A•••• P•••••• W•••••Registered adviserregistration: current employment
Feb 26, 2026 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Sep 5, 2025 to Mar 6, 2026factForm ADV
→ M••••• • M•••• F•••••••• S•••••••• L•••Registered adviserregistration: previous registration
Jul 28, 2021 to Sep 18, 2025factForm ADV
→ A•••••• A••••••• S•••••••

Dated events

Occurred
Mar 6, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Sep 18, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Sep 5, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f8a4277d-56aa-5b68-ae7d-b56d6af9a215
First observed: May 27, 2021
Last observed: Sep 15, 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.