P••••• F•••••

Advisor at F••••• F•••••••• G••••

MIAMI LAKES, FL

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Search this name across graphsid dfx:ria:5cfdc304-a060-646f-3519-ce5b87c187a9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Nov 29, 2010 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••••• F•••••••• G••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 29, 2008earliest 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: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••• F•••••••• G••••	State registered	Jul 10, 2026	n/a	yes	MIAMI LAKES, FL	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Apr 3, 2017	Jul 29, 2026	no	MIAMI LAKES, FL\|SAN DIEGO, CA\|MIAMI LAKES, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	F••••• F•••••••• G••••	Jul 29, 2026	Jul 10, 2026	-19	Firm change	Ibd to state RIA
W•••• F•••• A•••••••	L•• F•••••••• L••	Apr 5, 2017	Apr 3, 2017

Relationships

Registered with (4)

→ F••••• F•••••••• G••••Registered adviserregistration: current employment
Jul 10, 2026 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Apr 3, 2017 to Jul 29, 2026factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Sep 24, 2012 to Apr 5, 2017factForm ADV
→ C•••• I••••••••• S••••••• C••••

Dated events

Occurred
Jul 29, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5cfdc304-a060-646f-3519-ce5b87c187a9
First observed: Nov 29, 2010
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.