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S•••••••• D••• W••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor25 years in industry

S•••••••• D••• W••••••

Advisor at E•••• B•••• • S••••••

Dayton, OH

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Search this name across graphsid dfx:ria:fd4163ed-eca1-7a41-b910-138808a97078

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Dec 7, 2016 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

S•••••••• D••• W••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: E•••• B•••• • S••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
E•••• B•••• • S••••••	Independent wealth	Jul 10, 2020	n/a	yes	Dayton, OH	Current employment
E•••• B•••• • S••••••	Independent wealth	Dec 7, 2016	Jul 3, 2019	no	MIAMISBURG, OH

Relationships

Registered with (1)

→ E•••• B•••• • S••••••Registered adviserregistration: previous registration
Dec 7, 2016 to Jul 3, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fd4163ed-eca1-7a41-b910-138808a97078
First observed: Dec 7, 2016
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.