C••• B•••••

Advisor at F•• I••••••••• L••

TAMPA, 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:49ca626d-3a05-45ab-616b-8a74d9c23cd3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Oct 13, 2017 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•• I••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom 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•• I••••••••• L••	Independent wealth	Aug 4, 2026	n/a	yes	TAMPA, FL	Current employment
M•••••• • N••••• A•••••••• L••	Mixed wealth	Feb 6, 2023	Sep 24, 2025	no	Fairport, NY\|FAIRPORT, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• • N••••• A•••••••• L••	F•• I••••••••• L••	Sep 24, 2025	Aug 4, 2026	314	Firm change	RIA to RIA
U••••• C•••••• F•••••••• A•••••••	M•••••• • N••••• A•••••••• L••	Feb 24, 2023	Feb 6, 2023

Relationships

Registered with (4)

→ F•• I••••••••• L••Registered adviserregistration: current employment
Aug 4, 2026 to presentfactForm ADV
→ M•••••• • N••••• A•••••••• L••Registered adviserregistration: previous registration
Feb 6, 2023 to Sep 24, 2025factForm ADV
→ U••••• C•••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Nov 9, 2020 to Feb 24, 2023factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Sep 24, 2025
Advisor changed firm
C••• B••••• left M•••••• • N••••• A•••••••• L•• for F•• I••••••••• L•• (registered 2026-08-04)
Form ADVobserved 7 days ago
Occurred
Feb 24, 2023
Advisor changed firm
C••• B••••• left U••••• C•••••• F•••••••• A••••••• for M•••••• • N••••• A•••••••• L•• (registered 2023-02-06)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:49ca626d-3a05-45ab-616b-8a74d9c23cd3
First observed: Oct 13, 2017
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.