J••••• M••••••

Advisor at F• L• P••••• I••••••••• M••••••••• C••

Bonita Springs, FL | Providence, RI

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:0fc82464-cebc-0043-1edd-5e22e9a34766

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Nov 30, 2023 to Sep 15, 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• L• P••••• I••••••••• M••••••••• C••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom 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• L• P••••• I••••••••• M••••••••• C••	Independent wealth	Aug 10, 2026	n/a	yes	Bonita Springs, FL\|Providence, RI	Current employment
S•••••••• A••••••• L••	National bd RIA	Mar 31, 2025	Jul 21, 2026	no	NAPLES, FL\|NAPLES, FL\|CAPE CORAL, FL\|BONITA SPRINGS, FL\|BOSTON, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• A••••••• L••	F• L• P••••• I••••••••• M••••••••• C••	Jul 21, 2026	Aug 10, 2026	20	Firm change	Ibd to RIA
F••••••• P••••••• A•• W•••••••• A•••••••	S•••••••• A••••••• L••	Mar 31, 2025	Mar 31, 2025

Relationships

Registered with (3)

→ F• L• P••••• I••••••••• M••••••••• C••Registered adviserregistration: current employment
Aug 10, 2026 to presentfactForm ADV
→ S•••••••• A••••••• L••Registered adviserregistration: previous registration
Mar 31, 2025 to Jul 21, 2026factForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
Nov 30, 2023 to Mar 31, 2025factForm ADV

Dated events

Occurred
Jul 21, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0fc82464-cebc-0043-1edd-5e22e9a34766
First observed: Nov 30, 2023
Last observed: Sep 15, 2026 7 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.