J••••• Q••••••

Advisor at D••••• W•••••• L••

PALM BEACH GARDENS, FL | NEWINGTON, NH

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:194c48b0-e2ff-bbf8-7beb-8170f771b906

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Nov 19, 2024 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: D••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D••••• W•••••• L••	Independent wealth	Sep 17, 2025	n/a	yes	PALM BEACH GARDENS, FL\|NEWINGTON, NH	Current employment
S•••••••• A••••••• L••	National bd RIA	Mar 31, 2025	Sep 8, 2025	no	PORTSMOUTH, NH\|BOSTON, MA\|ELIOT, ME

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• A••••••• L••	D••••• W•••••• L••	Sep 8, 2025	Sep 17, 2025	9	Firm change	Ibd to RIA
F••••••• P••••••• A•• W•••••••• A•••••••	S•••••••• A••••••• L••	Mar 31, 2025	Mar 31, 2025

Relationships

Registered with (3)

→ D••••• W•••••• L••Registered adviserregistration: current employment
Sep 17, 2025 to presentfactForm ADV
→ S•••••••• A••••••• L••Registered adviserregistration: previous registration
Mar 31, 2025 to Sep 8, 2025factForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
Nov 19, 2024 to Mar 31, 2025factForm ADV

Dated events

Occurred
Sep 8, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:194c48b0-e2ff-bbf8-7beb-8170f771b906
First observed: Nov 19, 2024
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.