DFX Intelligence

R•••••• P••• V•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor24 years in industry

R•••••• P••• V•••••••

Advisor at I•••••••• A•••••••

ST. PETERSBURG, FL

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Search this name across graphsid dfx:ria:09899acf-df11-fbaa-7865-106b8e818bc1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 2, 2002 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: I•••••••• A•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 15, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom 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
I•••••••• A•••••••	State registered	Oct 28, 2025	n/a	yes	ST. PETERSBURG, FL	Current employment
V••• F•••••••• A•••••••• I•••	Bd affiliated wealth	Oct 14, 2005	Aug 29, 2008	no	SPRING HILL, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••• F•••••••• A•••••••• I•••	I•••••••• A•••••••	Aug 29, 2008	Oct 28, 2025	6,269	Firm change after gap	Other
J• W• C••• A•••••••• I•••	V••• F•••••••• A•••••••• I•••	Oct 24, 2002	Oct 14, 2005

Relationships

Registered with (3)

→ I•••••••• A•••••••Registered adviserregistration: current employment
Oct 28, 2025 to presentfactForm ADV
→ V••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Oct 14, 2005 to Aug 29, 2008factForm ADV
→ J• W• C••• A•••••••• I•••Registered adviserregistration: previous registration
Jan 2, 2002 to Oct 24, 2002factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:09899acf-df11-fbaa-7865-106b8e818bc1
First observed: Jan 2, 2002
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.