DFX Intelligence

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

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RIA / WealthAdvisor16 years in industry

A••••• Z•••••••••

Advisor at Y••• C••••• F•••••••• L••

ST. CLOUD, FL | Boca Raton, FL

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Search this name across graphsid dfx:ria:42056f3b-37f6-0918-365e-5e66d70c11d1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 12, 2010 to Sep 15, 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: Y••• C••••• F•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Nov 16, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
Y••• C••••• F•••••••• L••	State registered	Sep 6, 2022	n/a	yes	Boca Raton, FL\|Boca Raton, FL\|ST. CLOUD, FL	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Sep 14, 2018	Sep 8, 2022	no	New York, NY\|Boca Raton, FL\|Boca Raton, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	Y••• C••••• F•••••••• L••	Sep 8, 2022	Sep 6, 2022	-2	Firm change	Ibd to state RIA
E•••••••• A•••••••• L••	A••••••••• F•••••••• S•••••••• L••	Sep 21, 2018	Sep 14, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
6627:6363:NY:2018-09-21	Sep 21, 2018	Sep 14, 2018	NEW YORK, NY	Firm change

Relationships

Registered with (3)

→ Y••• C••••• F•••••••• L••Registered adviserregistration: current employment
Sep 6, 2022 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Sep 14, 2018 to Sep 8, 2022factForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 12, 2010 to Sep 21, 2018factForm ADV

Dated events

Occurred
Sep 8, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:42056f3b-37f6-0918-365e-5e66d70c11d1
First observed: Jan 12, 2010
Last observed: Sep 15, 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.