DFX Intelligence

D•• G•••••• E••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor29 years in industry

D•• G•••••• E••••••

Advisor at P•••• F••• S••••••••• I•••

ST. PETERSBURG, FL

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Search this name across graphsid dfx:ria:5e1fa341-e0a6-f0fd-38d3-220dd4837f27

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 16, 2003 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: P•••• F••• S••••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 6, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••• F••• S••••••••• I•••	State registered	May 18, 2026	n/a	yes	ST. PETERSBURG, FL	Current employment
P•••• F••• S••••••••• I•••	State registered	Jan 16, 2003	Dec 31, 2025	no	ST. PETERSBURG, FL	Previous registration

Relationships

Registered with (1)

→ P•••• F••• S••••••••• I•••Registered adviserregistration: previous registration
Jan 16, 2003 to Dec 31, 2025factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5e1fa341-e0a6-f0fd-38d3-220dd4837f27
First observed: Jan 16, 2003
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.