R•••••• W••••

Advisor at I••••••••• A••••• A•••••••• L••

ORLANDO, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:39ff3f70-2f5e-b51d-f9a8-c5138b6f8c7f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jun 24, 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: I••••••••• A••••• A•••••••• L••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Jan 31, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••••• A••••• A•••••••• L••	No RAUM reported	Jul 22, 2020	n/a	yes	ORLANDO, FL	Current employment
G••••• A••••• A•••••••• L••	Independent wealth	May 23, 2019	n/a	yes	ORLANDO, FL	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• • C••• I•••	I••••••••• A••••• I••••••••• M••••••••• L••	Nov 9, 2017	Feb 1, 2018	84	Firm change	Other
I•••••••• C•••••• A•••••••	C••••••• • C••• I•••	Oct 1, 2015	Oct 26, 2015

Relationships

Registered with (6)

→ I••••••••• A••••• A•••••••• L••Registered adviserregistration: current employment
Jul 22, 2020 to presentfactForm ADV
→ G••••• A••••• A•••••••• L••Registered adviserregistration: current employment
May 23, 2019 to presentfactForm ADV
→ I••••••••• A••••• I••••••••• M••••••••• L••Registered adviserregistration: current employment
Feb 1, 2018 to presentfactForm ADV
→ C••••••• • C••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:39ff3f70-2f5e-b51d-f9a8-c5138b6f8c7f
First observed: Jun 24, 2003
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.