DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

T•••••• D•• S••••

Advisor at E•••••• F•••••••• E••••••

JACKSONVILLE , FL

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Search this name across graphsid dfx:ria:0336715f-f750-28e5-48b6-1d59841af0e1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Aug 29, 2022 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: E•••••• F•••••••• E••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••• F•••••••• E••••••	Independent wealth	Aug 26, 2026	n/a	yes	JACKSONVILLE , FL	Current employment
C•••••••• G••••• M•••••• I•••	Bd affiliated wealth	Jul 6, 2023	Sep 11, 2024	no	Jacksonville, FL\|Jacksonville, FL\|Jacksonville, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• G••••• M•••••• I•••	E•••••• F•••••••• E••••••	Sep 11, 2024	Aug 26, 2026	714	Firm change after gap	Ibd to RIA
F••••••• P••••••• A•• W•••••••• A•••••••	C•••••••• G••••• M•••••• I•••	Jun 21, 2023	Jul 6, 2023

Relationships

Registered with (3)

→ E•••••• F•••••••• E••••••Registered adviserregistration: current employment
Aug 26, 2026 to presentfactForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Jul 6, 2023 to Sep 11, 2024factForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
Aug 29, 2022 to Jun 21, 2023factForm ADV

Dated events

Occurred
Sep 11, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jun 21, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0336715f-f750-28e5-48b6-1d59841af0e1
First observed: Aug 29, 2022
Last observed: Sep 14, 2026 9 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.