N•••• T• B••••

Advisor at F•••• P••••••• W•••••• L••

NORFOLK, VA | ST. LOUIS, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0fc70eef-5c5a-1a43-c095-18bd8bfb6cd3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Nov 26, 2024 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: F•••• P••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom 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
F•••• P••••••• W•••••• L••	Independent wealth	Mar 30, 2026	n/a	yes	ST. LOUIS, MO\|NORFOLK, VA	Current employment
H•••••••• F•••••••• G•••• L••	Independent wealth	Dec 16, 2024	Jan 8, 2026	no	VIRGINIA BEACH, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H•••••••• F•••••••• G•••• L••	F•••• P••••••• W•••••• L••	Jan 8, 2026	Mar 30, 2026	81	Firm change	RIA to RIA
L•• F•••••••• L••	H•••••••• F•••••••• G•••• L••	Apr 22, 2025	Dec 16, 2024

Relationships

Registered with (3)

→ F•••• P••••••• W•••••• L••Registered adviserregistration: current employment
Mar 30, 2026 to presentfactForm ADV
→ H•••••••• F•••••••• G•••• L••Registered adviserregistration: previous registration
Dec 16, 2024 to Jan 8, 2026factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Nov 26, 2024 to Apr 22, 2025factForm ADV

Dated events

Occurred
Jan 8, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Apr 22, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0fc70eef-5c5a-1a43-c095-18bd8bfb6cd3
First observed: Nov 26, 2024
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.