DFX Intelligence

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

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RIA / WealthAdvisor15 years in industry

C•••••• V••••••• L•••

Advisor at D••••• M•••• A•••••••• L••

NEW YORK, NY | Wesley Chapel, FL

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Search this name across graphsid dfx:ria:28a03244-6869-8cb8-8335-d659862f4da4

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Nov 18, 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: D••••• M•••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom 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
D••••• M•••• A•••••••• L••	Independent wealth	Sep 2, 2026	n/a	yes	Wesley Chapel, FL\|NEW YORK, NY	Current employment
G•••••• S•••• A•••• M••••••••• L•••	Other adviser	Dec 14, 2023	Aug 25, 2025	no	Chicago, IL\|Wesley Chapel, FL\|Tampa, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•••••• S•••• A•••• M••••••••• L•••	D••••• M•••• A•••••••• L••	Aug 25, 2025	Sep 2, 2026	373	Firm change	Other
E•••••••	G•••••• S•••• A•••• M••••••••• L•••	Jul 27, 2022	Dec 14, 2023

Relationships

Registered with (4)

→ D••••• M•••• A•••••••• L••Registered adviserregistration: current employment
Sep 2, 2026 to presentfactForm ADV
→ G•••••• S•••• A•••• M••••••••• L•••Registered adviserregistration: previous registration
Dec 14, 2023 to Aug 25, 2025factForm ADV
→ E•••••••Registered adviserregistration: previous registration
Jun 15, 2021 to Jul 27, 2022factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Aug 25, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jul 27, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:28a03244-6869-8cb8-8335-d659862f4da4
First observed: Nov 18, 2019
Last observed: Sep 15, 2026 8 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.