DFX Intelligence

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

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RIA / WealthAdvisor23 years in industry

A••••• C•••• A••••••

Advisor at A••••• F•••••••• A••••••• L••

TARPON SPRINGS, FL

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Search this name across graphsid dfx:ria:65aa0677-de02-2992-f5f2-f7bc0d5d2e8f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 14, 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: A••••• F•••••••• A••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 2, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• F•••••••• A••••••• L••	State registered	Jan 1, 2026	n/a	yes	TARPON SPRINGS, FL	Current employment
B••••••••• A•••••••• L••	n/a	Feb 17, 2021	Dec 31, 2023	no	DUNEDIN, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••••• A•••••••• L••	A••••• F•••••••• A••••••• L••	Dec 31, 2023	Jan 1, 2026	732	Firm change after gap	Other
C••••• • A••••••••• I•••	B••••••••• A•••••••• L••	Oct 11, 2017	Feb 17, 2021

Relationships

Registered with (4)

→ A••••• F•••••••• A••••••• L••Registered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ B••••••••• A•••••••• L••Registered adviserregistration: previous registration
Feb 17, 2021 to Dec 31, 2023factForm ADV
→ C••••• • A••••••••• I•••Registered adviserregistration: previous registration
Sep 11, 2003 to Oct 11, 2017factForm ADV
→ L••••• S••••• S••••••••• I•••Registered adviserregistration: previous registration

Dated events

Occurred
Dec 31, 2023
Advisor changed firm
A••••• C•••• A•••••• left B••••••••• A•••••••• L•• for A••••• F•••••••• A••••••• L•• (registered 2026-01-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:65aa0677-de02-2992-f5f2-f7bc0d5d2e8f
First observed: Jul 14, 2003
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.