DFX Intelligence

D••••• W•••• T••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor18 years in industry

D••••• W•••• T••••

Advisor at C•••• H••••• W••••• M•••••••••

DESTIN, 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, 11:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Apr 15, 2008 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: C•••• H••••• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 11, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••• H••••• W••••• M•••••••••	State registered	Feb 24, 2021	n/a	yes	DESTIN, FL	Current employment
C••••• S••••• A•••••••• I•••	Former SEC adviser	Jan 11, 2017	Apr 22, 2021	no	Destin, FL\|NASHVILLE, TN\|Miramar Beach, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• S••••• A•••••••• I•••	C•••• H••••• W••••• M•••••••••	Apr 22, 2021	Feb 24, 2021	-57	Firm change after gap	RIA to state RIA
C•••• H••••• W••••• M••••••••• L••	C••••• S••••• A•••••••• I•••	Dec 31, 2016	Oct 5, 2016

Relationships

Registered with (6)

→ C•••• H••••• W••••• M•••••••••Registered adviserregistration: current employment
Feb 24, 2021 to presentfactForm ADV
→ C••••• S••••• A•••••••• I•••Registered adviserregistration: previous registration
Jan 11, 2017 to Apr 22, 2021factForm ADV
→ C•••• H••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jun 23, 2015 to Dec 31, 2016factForm ADV
→ S•••••••• F••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 15, 2008
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.