DFX Intelligence

W••••• W••• W••••• A•••••••• I•••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

W••••• W••• W••••• A•••••••• I•••

CRD 171071

PALM BEACH GARDENS, FL

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Search this name across graphsid dfx:ria:16066090-e365-e3ed-7277-a4f82219ef41

Data as of Feb 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 20, 2026 to Feb 20, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derived••• Locked
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
CRD: 171071
Filings on the tape: 1
First filed: Feb 20, 2026

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
S••• C••••	Chartered Financial Consultant	PALM BEACH GARDENS, FL	6	37	2	no

Relationships

Registered with (2)

← S••• C••••Advisorregistration: current employment
Jun 23, 2020 to presentfactForm ADV
← M••• L••••• J••••Advisorregistration: previous registration
Aug 11, 2017 to Apr 2, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:16066090-e365-e3ed-7277-a4f82219ef41
First observed: Feb 20, 2026
Last observed: Feb 20, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds 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.