DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner26 years in industry

C•••••• B•••• W•••

Advisor at C••••• C•••••• A•••••••• L••

VERO BEACH, FL

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Search this name across graphsid dfx:ria:0ac219ff-7f8e-f0c6-3a41-b61fd40d4637

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 13, 2003 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••••• C•••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 21, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• C•••••• A•••••••• L••	Independent wealth	Apr 29, 2020	n/a	yes	VERO BEACH, FL	Current employment
P•••••• W••••• A••••••• G••••• I•••	n/a	Feb 13, 2015	Dec 9, 2016	no	MARIETTA, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•••••• C•••••• A•••••••• I•••	P•••••• W••••• A••••••• G••••• I•••	Dec 23, 2020	Feb 13, 2015	-2,140	Firm change after gap	Other
P•••••• W••••• A••••••• G••••• I•••	C••••• C•••••• A•••••••• L••	Dec 9, 2016	Apr 29, 2020

Relationships

Registered with (3)

→ C••••• C•••••• A•••••••• L••Registered adviserregistration: current employment
Apr 29, 2020 to presentfactForm ADV
→ L•••••• C•••••• A•••••••• I•••Registered adviserregistration: previous registration
May 13, 2003 to Dec 23, 2020factForm ADV
→ P•••••• W••••• A••••••• G••••• I•••Registered adviserregistration: previous registration
Feb 13, 2015 to Dec 9, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0ac219ff-7f8e-f0c6-3a41-b61fd40d4637
First observed: May 13, 2003
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.