DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Hussein Elgohary
Certified Financial Planner
Feed of 09/15/2026
At current firm
1 y
since Jul 31, 2025
In the industry
10 y
since May 1, 2016 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Mercer Global Advisors Inc. independent RIA currentsince Jul 31, 2025 · Scottsdale, Az
- Earned Wealth Advisors, LLC independent RIAJan 23, 2025 to Jun 20, 2025 · Scottsdale, Az
- Earned Wealth formerNov 28, 2023 to Jan 4, 2025 · New York, Ny
- Schwab Wealth Advisory, Inc. no RAUMApr 2, 2021 to Nov 29, 2023 · Phoenix, Az
- Cwm, LLC BD affiliatedFeb 10, 2020 to Feb 11, 2021 · Johnson City, Tn
- Clarity Capital Partners formerNov 27, 2018 to May 1, 2020 · Newport Beach, Ca
- Westpark Capital, Inc. independent RIAMay 7, 2018 to Mar 21, 2019 · Newport Beach, Ca 92660, Ca
Moves
a registration end followed by a registration begin elsewhere
- Earned Wealth Advisors, LLC to Mercer Global Advisors Inc.left Jun 20, 2025, registered Jul 31, 2025 (41 days) · RIA to RIA
- Earned Wealth to Earned Wealth Advisors, LLCleft Jan 4, 2025, registered Jan 23, 2025 (19 days) · channel change inside one enterprise, not a move
- Schwab Wealth Advisory, Inc. to Earned Wealthleft Nov 29, 2023, registered Nov 28, 2023 (-1 days) · Other
- Cwm, LLC to Schwab Wealth Advisory, Inc.left Feb 11, 2021, registered Apr 2, 2021 (50 days) · Other
- Clarity Capital Partners to Cwm, LLCleft May 1, 2020, registered Feb 10, 2020 (-81 days) · RIA to affiliated broker-dealer or bank
- Westpark Capital, Inc. to Clarity Capital Partnersleft Mar 21, 2019, registered Nov 27, 2018 (-114 days) · RIA to RIA
Signals
- Hussein Elgohary left Earned Wealth Advisors, Llc for Mercer Global Advisors Inc. (registered 2025-07-31)Jun 20, 2025 · Advisor changed firm · fact
- Hussein Elgohary left Schwab Wealth Advisory, Inc. for Earned Wealth (registered 2023-11-28)Nov 29, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address