N••••• G••••••

Advisor at W••••• W••••• M••••••••• C••••••• A• L•••••• L•••••••• C••••••

TAMPA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5fe13dd4-4c17-b711-9ba7-5cf3eedd0b89

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Feb 15, 2017 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: ••• Locked
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••• W••••• M••••••••• C••••••• A• L•••••• L•••••••• C••••••	Independent wealth	Aug 14, 2025	n/a	yes	TAMPA, FL	Current employment
S•••••••• A••••••• L••	National bd RIA	Mar 31, 2025	Aug 14, 2025	no	ST PETERSBURG, FL\|SARASOTA, FL\|BOSTON, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• A••••••• L••	W••••• W••••• M••••••••• C••••••• A• L•••••• L•••••••• C••••••	Aug 14, 2025	Aug 14, 2025	0	Firm change	Ibd to RIA
F••••••• P••••••• A•• W•••••••• A•••••••	S•••••••• A••••••• L••	Mar 31, 2025	Mar 31, 2025

Relationships

Registered with (4)

→ W••••• W••••• M••••••••• C••••••• A• L•••••• L•••••••• C••••••Registered adviserregistration: current employment
Aug 14, 2025 to presentfactForm ADV
→ S•••••••• A••••••• L••Registered adviserregistration: previous registration
Mar 31, 2025 to Aug 14, 2025factForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
Nov 17, 2021 to Mar 31, 2025factForm ADV
→ E••••• J••••

Dated events

Occurred
Aug 14, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5fe13dd4-4c17-b711-9ba7-5cf3eedd0b89
First observed: Feb 15, 2017
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.