DFX Intelligence

W•••••• G••••••• R•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst10 years in industry

W•••••• G••••••• R•••

Advisor at G••••• R••• W••••• M••••••••• L••

OCALA, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Aug 21, 2024 to Sep 14, 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: G••••• R••• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••• R••• W••••• M••••••••• L••	State registered	Mar 17, 2026	n/a	yes	OCALA, FL	Current employment
C••••• 3•• W•••••• L••	Independent wealth	Aug 21, 2024	Jan 23, 2026	no	OCALA, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• 3•• W•••••• L••	G••••• R••• W••••• M••••••••• L••	Jan 23, 2026	Mar 17, 2026	53	Firm change	RIA to state RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
296771:340673:FL:2026-01-23	Jan 23, 2026	Mar 17, 2026	OCALA, FL	Firm change

Relationships

Registered with (2)

→ G••••• R••• W••••• M••••••••• L••Registered adviserregistration: current employment
Mar 17, 2026 to presentfactForm ADV
→ C••••• 3•• W•••••• L••Registered adviserregistration: previous registration
Aug 21, 2024 to Jan 23, 2026factForm ADV

Dated events

Order

Occurred
23 Jan 2026
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Aug 21, 2024
Last observed: Sep 14, 2026 9 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.