DFX Intelligence

E•••••• D•••••• P••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor26 years in industry

E•••••• D•••••• P••••••••

Advisor at S••••••••• F•••••••• P•••••••• L••

PENSACOLA, FL

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Search this name across graphsid dfx:ria:36adb097-dcdb-ba44-f88b-7ef3c494433c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 19, 2003 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: S••••••••• F•••••••• P•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 20, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom 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
S••••••••• F•••••••• P•••••••• L••	State registered	Dec 23, 2024	n/a	yes	PENSACOLA, FL	Current employment
S•••••••• F•••••••• A•••••••• L••	Independent wealth	Mar 24, 2006	Jan 17, 2007	no	PENSACOLA, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• F•••••••• A•••••••• L••	S••••••••• F•••••••• P•••••••• L••	Jan 17, 2007	Dec 23, 2024	6,550	Firm change after gap	Other
C•••••••• G••••• M•••••• I•••	S•••••••• F•••••••• A•••••••• L••	Mar 24, 2005	Mar 24, 2006

Relationships

Registered with (3)

→ S••••••••• F•••••••• P•••••••• L••Registered adviserregistration: current employment
Dec 23, 2024 to presentfactForm ADV
→ S•••••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Mar 24, 2006 to Jan 17, 2007factForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Mar 19, 2003 to Mar 24, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:36adb097-dcdb-ba44-f88b-7ef3c494433c
First observed: Mar 19, 2003
Last observed: Sep 14, 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.