DFX Intelligence

E••••• F•••••• C•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)39 years in industry

E••••• F•••••• C•••••••••

Advisor at 4•••••••

WINTER PARK, FL

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Search this name across graphsid dfx:ria:0e7fb0cf-de65-f466-a245-f065dc52bfde

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 30, 1986 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: 4•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 30, 1986earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 18derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
4•••••••	State registered	Dec 13, 2019	n/a	yes	WINTER PARK, FL	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Sep 18, 2008	n/a	yes	WINTER PARK, FL	Current employment

Relationships

Registered with (2)

→ 4•••••••Registered adviserregistration: current employment
Dec 13, 2019 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: current employment
Sep 18, 2008 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0e7fb0cf-de65-f466-a245-f065dc52bfde
First observed: Oct 30, 1986
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.