A••••• D•••••••

Advisor at F•••••••• C•••••• M••••••••• L••

CHEYENNE, WY | LAKEWOOD RANCH, 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:45bd7557-812c-4d6b-fbb5-249fb0aff64c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 14, 2015 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: F•••••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 1980earliest registration or exam on IAPD
Years in industry: 45derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••••• C•••••• M••••••••• L••	Independent wealth	Jun 29, 2026	n/a	yes	LAKEWOOD RANCH, FL\|CHEYENNE, WY	Current employment
N•••••	Mixed wealth	May 13, 2020	Jun 1, 2026	no	MOORESVILLE, NC\|Lakewood Ranch, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N•••••	F•••••••• C•••••• M••••••••• L••	Jun 1, 2026	Jun 29, 2026	28	Firm change	RIA to RIA
D•• I••••••••• L••	N•••••	Jun 3, 2021	May 13, 2020

Relationships

Registered with (3)

→ F•••••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Jun 29, 2026 to presentfactForm ADV
→ N•••••Registered adviserregistration: previous registration
May 13, 2020 to Jun 1, 2026factForm ADV
→ D•• I••••••••• L••Registered adviserregistration: previous registration
Feb 21, 2020 to Jun 3, 2021factForm ADV

Dated events

Occurred
Jun 1, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:45bd7557-812c-4d6b-fbb5-249fb0aff64c
First observed: Jul 14, 2015
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.