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

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RIA / WealthAdvisorCertified Financial Planner37 years in industry

C•••••• T••••••• B••••

Advisor at L•••••••• I•••

LONGWOOD, FL

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Search this name across graphsid dfx:ria:5e67d05e-8735-1ede-95eb-bd00887aa8b4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 23, 1988 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: L•••••••• I•••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 23, 1988earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 31derivedfrom the current registration's begin date
Current registrations

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
R•••• P••• I••••••••• A•••••••• I••	State registered	Jul 9, 2010	n/a	yes	LONGWOOD, FL	Current employment
L•••••••• I•••	State registered	Aug 18, 1995	n/a	yes	n/a

Relationships

Registered with (2)

→ R•••• P••• I••••••••• A•••••••• I••Registered adviserregistration: current employment
Jul 9, 2010 to presentfactForm ADV
→ L•••••••• I•••Registered adviserregistration: current employment
Aug 18, 1995 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5e67d05e-8735-1ede-95eb-bd00887aa8b4
First observed: Sep 23, 1988
Last observed: Sep 14, 2026 8 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.