DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

A•••••••• C••••• W••••

Advisor at B••• W••••• M•••••••••

LAKEWOOD RANCH, FL

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Search this name across graphsid dfx:ria:6687a4a9-d5b0-8007-6aff-f8fac05df44a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Nov 15, 2018 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: B••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• W••••• M•••••••••	Independent wealth	Aug 15, 2023	n/a	yes	LAKEWOOD RANCH, FL	Current employment
F••••••••• F•••••••• P•••••••• L•••	Independent wealth	Nov 9, 2022	Jul 10, 2023	no	VENICE, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••••••• F•••••••• P•••••••• L•••	B••• W••••• M•••••••••	Jul 10, 2023	Aug 15, 2023	36	Firm change	RIA to RIA
F••••••••• P•••••• W•••••	F••••••••• F•••••••• P•••••••• L•••	Dec 9, 2022	Nov 9, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
306017:323060:FL:2022-12-09	Dec 9, 2022	Nov 9, 2022	VENICE, FL	Firm change

Relationships

Registered with (4)

→ B••• W••••• M•••••••••Registered adviserregistration: current employment
Aug 15, 2023 to presentfactForm ADV
→ F••••••••• F•••••••• P•••••••• L•••Registered adviserregistration: previous registration
Nov 9, 2022 to Jul 10, 2023factForm ADV
→ F••••••••• P•••••• W•••••Registered adviserregistration: previous registration
Mar 4, 2022 to Dec 9, 2022factForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••

Dated events

Occurred
Jul 10, 2023
Advisor changed firm
A•••••••• C••••• W•••• left F••••••••• F•••••••• P•••••••• L••• for B••• W••••• M••••••••• (registered 2023-08-15)
Form ADVobserved 7 days ago
Occurred
Dec 9, 2022
Advisor changed firm
A•••••••• C••••• W•••• left F••••••••• P•••••• W••••• for F••••••••• F•••••••• P•••••••• L••• (registered 2022-11-09)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6687a4a9-d5b0-8007-6aff-f8fac05df44a
First observed: Nov 15, 2018
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.