DFX Intelligence

W••••• P••••••• M•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor13 years in industry

W••••• P••••••• M•••••

Advisor at W•••••• A•••••••• L••

BIRMINGHAM, AL | Jacksonville, FL

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Search this name across graphsid dfx:ria:50cb532b-3741-84c3-90cc-70a16923d2ae

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jul 9, 2021 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•••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••••• A•••••••• L••	Independent wealth	Aug 19, 2024	n/a	yes	BIRMINGHAM, AL\|Jacksonville, FL	Current employment
R•••• C•••••• A•••••••• L•	Former SEC adviser	Jun 11, 2024	Nov 21, 2024	no	JACKSONVILLE, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••• C•••••• A•••••••• L•	W•••••• A•••••••• L••	Nov 21, 2024	Aug 19, 2024	-94	Firm change after gap	RIA to RIA
F••••••• P••••••• A•• W•••••••• A•••••••	R•••• C•••••• A•••••••• L•	Jul 22, 2022	Jun 11, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
133706:115332:FL:2024-11-21	Nov 21, 2024	Aug 19, 2024	JACKSONVILLE, FL	Firm change after gap

Relationships

Registered with (3)

→ W•••••• A•••••••• L••Registered adviserregistration: current employment
Aug 19, 2024 to presentfactForm ADV
→ R•••• C•••••• A•••••••• L•Registered adviserregistration: previous registration
Jun 11, 2024 to Nov 21, 2024factForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
Jul 9, 2021 to Jul 22, 2022factForm ADV

Dated events

Occurred
Nov 21, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jul 22, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:50cb532b-3741-84c3-90cc-70a16923d2ae
First observed: Jul 9, 2021
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.