DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner14 years in industry

A••• A•••••• V•••

Advisor at A••••• P•••••• W••••• L••

Fort Lauderdale, FL | CHANDLER, NC

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Search this name across graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 24, 2012 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••••• P•••••• W••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 16, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• P•••••• W••••• L••	State registered	Jun 23, 2025	n/a	yes	Fort Lauderdale, FL\|CHANDLER, NC	Current employment
G•••••••• W••••• P•••••••	Bd affiliated wealth	May 20, 2021	Oct 31, 2025	no	Pembroke Pines, FL\|Delray Beach, FL\|PALM BEACH GARDENS, FL\|Candler, NC\|Asheville, NC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•••••••• W••••• P•••••••	A••••• P•••••• W••••• L••	Oct 31, 2025	Jun 23, 2025	-130	Firm change after gap	RIA to state RIA
U••••• C•••••• F•••••••• A•••••••	G•••••••• W••••• P•••••••	Mar 5, 2021	May 20, 2021

Relationships

Registered with (4)

→ A••••• P•••••• W••••• L••Registered adviserregistration: current employment
Jun 23, 2025 to presentfactForm ADV
→ G•••••••• W••••• P•••••••Registered adviserregistration: previous registration
May 20, 2021 to Oct 31, 2025factForm ADV
→ U••••• C•••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Feb 17, 2014 to Mar 5, 2021factForm ADV
→ S••••••• I••••••••• I•••

Dated events

Order

Occurred
31 Oct 2025
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 24, 2012
Last observed: Sep 14, 2026 10 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.