D•••• R• T•••••

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

CASSELBERRY, FL | Casselberry, 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:4112abc3-c749-c4ff-83dd-5b42c24f05b0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 1, 2016 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•• I••••••••• A••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 1, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I•• I••••••••• A••••••• L••	State registered	May 21, 2019	n/a	yes	Casselberry, FL\|CASSELBERRY, FL	Current employment
P••••••••• S••••••••• C•••••••••	Independent wealth	Dec 1, 2016	May 9, 2019	no	Tallahassee, FL\|WINTER SPRINGS, FL\|OVIEDO, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••••• S••••••••• C•••••••••	I•• I••••••••• A••••••• L••	May 9, 2019	May 21, 2019	12	Firm change	RIA to state RIA

Relationships

Registered with (2)

→ I•• I••••••••• A••••••• L••Registered adviserregistration: current employment
May 21, 2019 to presentfactForm ADV
→ P••••••••• S••••••••• C•••••••••Registered adviserregistration: previous registration
Dec 1, 2016 to May 9, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4112abc3-c749-c4ff-83dd-5b42c24f05b0
First observed: Dec 1, 2016
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.