DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

J••••••• E••••• W••••••

Advisor at D•••••• W••••• P•••••••• L••

Winter Park, FL | TAVARES, FL

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Search this name across graphsid dfx:ria:050aca1a-af72-fae6-01a0-6d5d9036443b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 23, 2016 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: D•••••• W••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 17, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D•••••• F••••• O•••••	Independent wealth	Oct 28, 2025	n/a	yes	TAVARES, FL	Current employment
D•••••• W••••• P•••••••• L••	Independent wealth	Apr 30, 2023	n/a	yes	TAVARES, FL\|Winter Park, FL	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A• W••••• M••••••••• L••	D•••••• W••••• P•••••••• L••	Mar 24, 2023	Apr 30, 2023	37	Firm change	Ibd to RIA
L•••• F•••••••• A•••••••• L••	A• W••••• M••••••••• L••	Oct 17, 2017	Apr 30, 2019

Relationships

Registered with (4)

→ D•••••• F••••• O•••••Registered adviserregistration: current employment
Oct 28, 2025 to presentfactForm ADV
→ D•••••• W••••• P•••••••• L••Registered adviserregistration: current employment
Apr 30, 2023 to presentfactForm ADV
→ A• W••••• M••••••••• L••Registered adviserregistration: previous registration
Apr 30, 2019 to Mar 24, 2023factForm ADV
→ L•••• F•••••••• A•••••••• L••Registered adviser

Dated events

Occurred
Mar 24, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:050aca1a-af72-fae6-01a0-6d5d9036443b
First observed: May 23, 2016
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.