E••••• T•••

Advisor at W•••• F•••• A•••••••

••• Locked

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:61be1c06-0fed-2a87-a605-c8914fc49c11

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Nov 18, 2019 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: W•••• F•••• A•••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Aug 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: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• F•••• A•••••••	Wirehouse	Aug 19, 2025	n/a	yes	CORAL GABLES, FL\|MIAMI SHORES, FL\|NORTH MIAMI, FL\|CORAL GABLES, FL\|HOLLYWOOD, FL	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Jun 3, 2022	Aug 21, 2025	no	Miami, FL\|TAMPA, FL\|TAMPA, FL\|NAPLES, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	W•••• F•••• A•••••••	Aug 21, 2025	Aug 19, 2025	-2	Firm change	Ibd to wirehouse
C••• B•••••••• S•••••••• I•••	L•• F•••••••• L••	May 25, 2022	Jun 3, 2022

Relationships

Registered with (3)

→ W•••• F•••• A•••••••Registered adviserregistration: current employment
Aug 19, 2025 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jun 3, 2022 to Aug 21, 2025factForm ADV
→ C••• B•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Nov 18, 2019 to May 25, 2022factForm ADV

Dated events

Occurred
Aug 21, 2025
Advisor changed firm
E••••• T••• left L•• F•••••••• L•• for W•••• F•••• A••••••• (registered 2025-08-19)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:61be1c06-0fed-2a87-a605-c8914fc49c11
First observed: Nov 18, 2019
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.