D••••• S••••••

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

Coconut Grove, FL | LINCROFT, NJ

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:47d10cbc-46e0-270f-fd5b-290e6ca34ba8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Dec 8, 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: W•••• I••••••••• A•••••••• L••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Aug 28, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• I••••••••• A•••••••• L••	Other adviser	Jun 17, 2015	n/a	yes	LINCROFT, NJ\|Coconut Grove, FL	Current employment
I••••••••• F•••••••• P•••••••	Bd affiliated wealth	Nov 16, 2010	Jun 8, 2015	no	MIAMI, FL\|MIAMI, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••••• F•••••••• P•••••••	W•••• I••••••••• A•••••••• L••	Jun 8, 2015	Jun 17, 2015	9	Firm change	Other
N•• A•••••••• I•••	I••••••••• F•••••••• P•••••••	Dec 1, 2010	Nov 16, 2010

Relationships

Registered with (6)

→ W•••• I••••••••• A•••••••• L••Registered adviserregistration: current employment
Jun 17, 2015 to presentfactForm ADV
→ I••••••••• F•••••••• P•••••••Registered adviserregistration: previous registration
Nov 16, 2010 to Jun 8, 2015factForm ADV
→ N•• A•••••••• I•••Registered adviserregistration: previous registration
Aug 6, 2009 to Dec 1, 2010factForm ADV
→ L•••••• F•••••••• D••••••••• I•••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:47d10cbc-46e0-270f-fd5b-290e6ca34ba8
First observed: Dec 8, 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.