DFX Intelligence

Data Factory

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorCertified Financial Planner10 years in industry

T•••• D•••• C•••••

Advisor at C••••• D••• • D• V••••••• W••••• M••••••••• L••

GAINESVILLE, 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:6e706d2c-00c4-cb3d-d1fb-b4cf50ce2e05

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 26, 2016 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: C••••• D••• • D• V••••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• D••• • D• V••••••• W••••• M••••••••• L••	Independent wealth	Jan 22, 2018	n/a	yes	GAINESVILLE, FL	Current employment
E•••• • Y•••• I••••••••• A••••••• L••	No RAUM reported	Aug 17, 2017	Dec 26, 2017	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
E•••• • Y•••• I••••••••• A••••••• L••	C••••• D••• • D• V••••••• W••••• M••••••••• L••	Dec 26, 2017	Jan 22, 2018	27	Firm change	Other
C••••• I••••••••• A••••••• L••	E•••• • Y•••• I••••••••• A••••••• L••	Jul 11, 2017

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
105644:110921:FL:2017-07-11	Jul 11, 2017	Aug 17, 2017	TAMPA, FL	Firm change

Relationships

Registered with (3)

→ C••••• D••• • D• V••••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jan 22, 2018 to presentfactForm ADV
→ E•••• • Y•••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Aug 17, 2017 to Dec 26, 2017factForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Sep 26, 2016 to Jul 11, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6e706d2c-00c4-cb3d-d1fb-b4cf50ce2e05
First observed: Sep 26, 2016
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.