DFX Intelligence

T••• M•••••• R••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

T••• M•••••• R••••••

Advisor at I•••••••• A•••••••• L••

Weston, FL | Boynton Beach, FL

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Search this name across graphsid dfx:ria:2a8d0beb-78f8-c401-3783-815919a16777

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Nov 15, 2005 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: I•••••••• A•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 24, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I•••••••• A•••••••• L••	Bd affiliated wealth	Aug 7, 2020	n/a	yes	Boynton Beach, FL\|Weston, FL	Current employment
B•••••• L••• A••••••• S•••••••• I•••	Bd affiliated wealth	Aug 15, 2017	Sep 10, 2020	no	West Palm Beach, FL\|CHICAGO, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••••• L••• A••••••• S•••••••• I•••	I•••••••• A•••••••• L••	Sep 10, 2020	Aug 7, 2020	-34	Firm change after gap	Ibd to RIA
P•• W••••• M•••••••••	B•••••• L••• A••••••• S•••••••• I•••	Sep 16, 2014	Aug 15, 2017

Relationships

Registered with (6)

→ I•••••••• A•••••••• L••Registered adviserregistration: current employment
Aug 7, 2020 to presentfactForm ADV
→ B•••••• L••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Aug 15, 2017 to Sep 10, 2020factForm ADV
→ P•• W••••• M•••••••••Registered adviserregistration: previous registration
Jan 28, 2014 to Sep 16, 2014factForm ADV
→ K••••• A•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2a8d0beb-78f8-c401-3783-815919a16777
First observed: Nov 15, 2005
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.