DFX Intelligence

P••• A••••• T••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

P••• A••••• T••••••

Advisor at E•••••••• A•••••••• L••

WINTER SPRINGS, FL | ORLANDO, FL

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Search this name across graphsid dfx:ria:51a4cf10-9778-894f-4280-2b1a99e74e62

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: May 13, 2016 to Sep 15, 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: E•••••••• A•••••••• L••
Current firm class: national broker-dealer RIAderived
Book size: not public••• Locked
Industry start: Jul 27, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••••• A•••••••• L••	National bd RIA	Mar 13, 2025	n/a	yes	WINTER SPRINGS, FL\|ORLANDO, FL	Current employment
C•••••• A•••••••	Bd affiliated wealth	May 20, 2016	Mar 14, 2025	no	Orlando, FL\|Winter Springs, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• A•••••••	E•••••••• A•••••••• L••	Mar 14, 2025	Mar 13, 2025	-1	Firm change	Ibd to ibd
L•••••• I•••••••••	C•••••• A•••••••	Mar 14, 2025	May 20, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
519:162200:FL:2025-03-14	Mar 14, 2025	May 20, 2016	PALM BEACH GARDENS, FL	Firm change after gap

Relationships

Registered with (3)

→ E•••••••• A•••••••• L••Registered adviserregistration: current employment
Mar 13, 2025 to presentfactForm ADV
→ C•••••• A•••••••Registered adviserregistration: previous registration
May 20, 2016 to Mar 14, 2025factForm ADV
→ L•••••• I•••••••••Registered adviserregistration: previous registration
May 13, 2016 to Mar 14, 2025factForm ADV

Dated events

Occurred
Mar 14, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Mar 14, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:51a4cf10-9778-894f-4280-2b1a99e74e62
First observed: May 13, 2016
Last observed: Sep 15, 2026 7 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.