DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor12 years in industry

F•••••• F•• F••••

Advisor at F••••• I•••••••••

PLANO, TX | Tampa, FL

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:1757d13d-2c72-425e-a88e-03584675ef22

Data as of Sep 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 6, 2013 to Sep 22, 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••••• I•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 18, 2013earliest 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: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••• I•••••••••	Independent wealth	Sep 21, 2026	n/a	yes	PLANO, TX\|Tampa, FL	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	May 22, 2019	Feb 5, 2026	no	ST. PETERSBURG, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	F••••• I•••••••••	Feb 5, 2026	Sep 21, 2026	228	Firm change	Ibd to RIA
A•••••• C•••••• M••••••••• L••	R•••••• J•••• • A••••••••• I•••	Jan 8, 2019	May 22, 2019

Relationships

Registered with (4)

→ F••••• I•••••••••Registered adviserregistration: current employment
Sep 21, 2026 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
May 22, 2019 to Feb 5, 2026factForm ADV
→ A•••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Mar 23, 2017 to Jan 8, 2019factForm ADV
→ G••••• F•••••••• P•••••• C••••••• I•••

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

Occurred
Sep 21, 2026
••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1757d13d-2c72-425e-a88e-03584675ef22
First observed: Dec 6, 2013
Last observed: Sep 22, 2026 30 h 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.