DFX Intelligence

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

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RIA / WealthAdvisor19 years in industry

C••••• F•••••••• F•••••••••

Advisor at I•• I••••••••• A•••••••• L••

CHULA VISTA, CA | SAN DIEGO, CA

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Search this name across graphsid dfx:ria:12f60eb7-738e-42bc-09e8-3c90b5d5948c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 22, 2010 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•• I••••••••• A•••••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Apr 3, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I•• I••••••••• A•••••••• L••	Mixed wealth	Jan 12, 2023	n/a	yes	SAN DIEGO, CA\|CHULA VISTA, CA	Current employment
I•• I••••••••• A•••••••• L••	Mixed wealth	Jun 22, 2010	Dec 31, 2022	no	CHULA VISTA, CA\|SAN DIEGO, CA

Relationships

Registered with (1)

→ I•• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Jun 22, 2010 to Dec 31, 2022factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:12f60eb7-738e-42bc-09e8-3c90b5d5948c
First observed: Jun 22, 2010
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.