DFX Intelligence

T•••••• B•••••• L••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)18 years in industry

T•••••• B•••••• L••••

Advisor at S••••• W••••• A•••••••• I•••

Wesley Chapel, FL

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Search this name across graphsid dfx:ria:518f8348-8cdb-f96e-2847-233ce829fccc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 23, 2009 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: S••••• W••••• A•••••••• I•••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: May 30, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••• W••••• A•••••••• I•••	No RAUM reported	May 16, 2023	n/a	yes	Wesley Chapel, FL	Current employment
U••• I••••••••• S••••••• C••••••	No RAUM reported	Jan 8, 2018	May 24, 2020	no	SAN ANTONIO, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U••• I••••••••• S••••••• C••••••	S••••• W••••• A•••••••• I•••	May 24, 2020	May 16, 2023	1,087	Firm change after gap	Other
U••• F•••••••• P••••••• S•••••••	U••• I••••••••• S••••••• C••••••	Jan 8, 2018	Jan 8, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
5475:159035:TX:2020-05-24	May 24, 2020	May 16, 2023	SAN ANTONIO, TX	Firm change after gap

Relationships

Registered with (4)

→ S••••• W••••• A•••••••• I•••Registered adviserregistration: current employment
May 16, 2023 to presentfactForm ADV
→ U••• I••••••••• S••••••• C••••••Registered adviserregistration: previous registration
Jan 8, 2018 to May 24, 2020factForm ADV
→ U••• F•••••••• P••••••• S•••••••Registered adviserregistration: previous registration
Jan 15, 2016 to Jan 8, 2018factForm ADV
→ A••••••••• F•••••••• S•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:518f8348-8cdb-f96e-2847-233ce829fccc
First observed: Mar 23, 2009
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.