DFX Intelligence

R•••••• S••• N•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner20 years in industry

R•••••• S••• N•••••

Advisor at F•••••••• J•••••• L••

PENSACOLA, FL

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Search this name across graphsid dfx:ria:48842bfd-470f-8387-b1c5-075a2c06db94

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 7, 2005 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: F•••••••• J•••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 5, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••••• J•••••• L••	State registered	Nov 21, 2020	n/a	yes	PENSACOLA, FL	Current employment
C•••••• W••••• P•••••••	Independent wealth	Nov 3, 2017	Aug 18, 2020	no	ROCKVILLE, MD\|ABINGDON, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• W••••• P•••••••	F•••••••• J•••••• L••	Aug 18, 2020	Nov 21, 2020	95	Firm change	RIA to state RIA
H• B•••• I•••	C•••••• W••••• P•••••••	Nov 7, 2017	Nov 3, 2017

Relationships

Registered with (4)

→ F•••••••• J•••••• L••Registered adviserregistration: current employment
Nov 21, 2020 to presentfactForm ADV
→ C•••••• W••••• P•••••••Registered adviserregistration: previous registration
Nov 3, 2017 to Aug 18, 2020factForm ADV
→ H• B•••• I•••Registered adviserregistration: previous registration
Jan 8, 2008 to Nov 7, 2017factForm ADV
→ A• G• E•••••• • S•••• I•••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:48842bfd-470f-8387-b1c5-075a2c06db94
First observed: Oct 7, 2005
Last observed: Sep 14, 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.