DFX Intelligence

D••••••• A•••••• M••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor14 years in industry

D••••••• A•••••• M••••••

Advisor at P••• W••••• P•••••••

BOCA RATON, FL

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Search this name across graphsid dfx:ria:36ea6e9b-93d0-a281-6479-78eb430007a1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jun 25, 2018 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: P••• W••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••• W••••• P•••••••	Independent wealth	Jun 24, 2024	n/a	yes	BOCA RATON, FL	Current employment
E•••• F•••••••• G••••	Former SEC adviser	Nov 3, 2022	Jul 19, 2024	no	CORAL SPRINGS, FL\|BOCA RATON, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••• F•••••••• G••••	P••• W••••• P•••••••	Jul 19, 2024	Jun 24, 2024	-25	Firm change	RIA to RIA
E•••••••• A•••••••• L••	E•••• F•••••••• G••••	Nov 2, 2022	Nov 3, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
6627:316323:FL:2022-11-02	Nov 2, 2022	Nov 3, 2022	BOCA RATON, FL	Firm change

Relationships

Registered with (4)

→ P••• W••••• P•••••••Registered adviserregistration: current employment
Jun 24, 2024 to presentfactForm ADV
→ E•••• F•••••••• G••••Registered adviserregistration: previous registration
Nov 3, 2022 to Jul 19, 2024factForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Nov 14, 2018 to Nov 2, 2022factForm ADV
→ K••••• A•••••••• I•••

Dated events

Occurred
Jul 19, 2024
Advisor changed firm
D••••••• A•••••• M•••••• left E•••• F•••••••• G•••• for P••• W••••• P••••••• (registered 2024-06-24)
Form ADVobserved 7 days ago
Occurred
Nov 2, 2022
Advisor changed firm
D••••••• A•••••• M•••••• left E•••••••• A•••••••• L•• for E•••• F•••••••• G•••• (registered 2022-11-03)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:36ea6e9b-93d0-a281-6479-78eb430007a1
First observed: Jun 25, 2018
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.