DFX Intelligence

E•••••••• D•••••• N•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner18 years in industry

E•••••••• D•••••• N•••

Advisor at C•••••••

Tampa, FL

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Search this name across graphsid dfx:ria:493db88c-8f53-0ff6-f4c8-3c49ef43e084

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Dec 1, 2007 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: C•••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Nov 20, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••	Institutional manager	Feb 24, 2026	n/a	yes	Tampa, FL	Current employment
S••••••• E••••• M••••••••• L••	Independent wealth	Jan 27, 2023	Jan 28, 2026	no	TAMPA, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••• E••••• M••••••••• L••	C•••••••	Jan 28, 2026	Feb 24, 2026	27	Firm change	Other
M••••• S••••••	S••••••• E••••• M••••••••• L••	Feb 3, 2016	Jan 27, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
108289:175112:FL:2026-01-28	Jan 28, 2026	Feb 24, 2026	TAMPA, FL	Firm change

Relationships

Registered with (5)

→ C•••••••Registered adviserregistration: current employment
Feb 24, 2026 to presentfactForm ADV
→ S••••••• E••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 27, 2023 to Jan 28, 2026factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jun 1, 2009 to Feb 3, 2016factForm ADV
→ M••••• S•••••• • C•• L••Registered adviser

Dated events

Occurred
Jan 28, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:493db88c-8f53-0ff6-f4c8-3c49ef43e084
First observed: Dec 1, 2007
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.