DFX Intelligence

L•••• A•••• M•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant13 years in industry

L•••• A•••• M•••••

Advisor at N•••••••• I•••

Tampa, FL | JACKSONVILLE, FL

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Search this name across graphsid dfx:ria:18767c6b-3430-17b3-ff85-20c515a7722c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Aug 27, 2019 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: N•••••••• I•••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Jun 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N•••••••• I•••	Other adviser	May 16, 2024	n/a	yes	Tampa, FL\|JACKSONVILLE, FL	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Aug 27, 2019	May 29, 2024	no	TAMPA, FL\|TAMPA, FL\|TAMPA, FL\|TAMPA, FL\|ST PETERSBURG, FL\|CLEARWATER, FL\|BRANDON, FL\|TAMPA, FL\|LARGO, FL\|TAMPA, FL\|PLANT CITY, FL\|SARASOTA, FL\|TAMPA, FL\|CLEARWATER, FL\|LAKEWOOD RANCH, FL\|TAMPA, FL\|ST PETERSBURG, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	N•••••••• I•••	May 29, 2024	May 16, 2024	-13	Firm change	Other

Relationships

Registered with (2)

→ N•••••••• I•••Registered adviserregistration: current employment
May 16, 2024 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Aug 27, 2019 to May 29, 2024factForm ADV

Dated events

Occurred
May 29, 2024
Advisor changed firm
L•••• A•••• M••••• left L•• F•••••••• L•• for N•••••••• I••• (registered 2024-05-16)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:18767c6b-3430-17b3-ff85-20c515a7722c
First observed: Aug 27, 2019
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.