DFX Intelligence

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

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RIA / WealthAdvisor14 years in industry

B•••• M•••••• M•••••••

Advisor at E•••••••• M••• A•••• M••••••••• L••

DANVILLE, CA | HENDERSON, NV

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Search this name across graphsid dfx:ria:ffb8b7e2-2b62-e60e-47f0-15ce37737692

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 3, 2017 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: E•••••••• M••• A•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••••• M••• A•••• M••••••••• L••	Independent wealth	Sep 22, 2022	n/a	yes	HENDERSON, NV\|DANVILLE, CA	Current employment
E•••••••• M••• L••	Former SEC adviser	Jul 25, 2018	Nov 2, 2018	no	OAKDALE, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••••• A•••• M•••••••••	E•••••••• M••• L••	Dec 1, 2022	Jul 25, 2018	-1,590	Firm change after gap	Other
E•••••••• M••• L••	E•••••••• M••• A•••• M••••••••• L••	Nov 2, 2018	Sep 22, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
288260:158667:CA:2017-11-16	Nov 16, 2017	Nov 17, 2017	OAKDALE, CA	Firm change

Relationships

Registered with (3)

→ E•••••••• M••• A•••• M••••••••• L••Registered adviserregistration: current employment
Sep 22, 2022 to presentfactForm ADV
→ V••••• A•••• M•••••••••Registered adviserregistration: previous registration
Nov 17, 2017 to Dec 1, 2022factForm ADV
→ E•••••••• M••• L••Registered adviserregistration: previous registration
Jul 25, 2018 to Nov 2, 2018factForm ADV

Dated events

Occurred
Dec 1, 2022
Advisor changed firm
B•••• M•••••• M••••••• left V••••• A•••• M••••••••• for E•••••••• M••• L•• (registered 2018-07-25)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ffb8b7e2-2b62-e60e-47f0-15ce37737692
First observed: Feb 3, 2017
Last observed: Sep 15, 2026 7 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.