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

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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

T•••• W•••••• T••••

Advisor at C•••••• S••••• • C••• I•••

Tallahassee, FL | Jacksonville, FL

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Search this name across graphsid dfx:ria:02b1ba47-47e1-15c1-2731-8a772c9494d2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 18, 2018 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: C•••••• S••••• • C••• I•••
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 3derivedfrom 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
C•••••• S••••• • C••• I•••	National bd RIA	Sep 30, 2022	n/a	yes	Tallahassee, FL\|Jacksonville, FL	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Aug 9, 2022	Aug 31, 2022	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	C•••••• S••••• • C••• I•••	Aug 31, 2022	Sep 30, 2022	30	Firm change	Ibd to ibd
H•••••• W•••••• I••••••••• S••••••• I•••	C••••• I••••••••• A••••••• L••	Aug 10, 2022

Relationships

Registered with (5)

→ C•••••• S••••• • C••• I•••Registered adviserregistration: current employment
Sep 30, 2022 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Aug 9, 2022 to Aug 31, 2022factForm ADV
→ H•••••• W•••••• I••••••••• S••••••• I•••Registered adviserregistration: previous registration
Oct 8, 2021 to Aug 10, 2022factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Aug 31, 2022
Advisor changed firm
T•••• W•••••• T•••• left C••••• I••••••••• A••••••• L•• for C•••••• S••••• • C••• I••• (registered 2022-09-30)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:02b1ba47-47e1-15c1-2731-8a772c9494d2
First observed: May 18, 2018
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.