DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

M••••• A•••• S••••••

Advisor at D•••••• W••••• M••••••••• L••

ST. PETERSBURG, FL

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Search this name across graphsid dfx:ria:717d0d8d-1fe6-1086-929e-846836217238

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Jun 7, 2013 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: D•••••• W••••• M••••••••• L••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Jun 22, 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: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D•••••• W••••• M••••••••• L••	Asset manager	Jan 22, 2025	n/a	yes	ST. PETERSBURG, FL	Current employment
J• W• C••• A•••••••• I•••	Bd affiliated wealth	Dec 21, 2022	Nov 18, 2024	no	TAMPA, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J• W• C••• A•••••••• I•••	D•••••• W••••• M••••••••• L••	Nov 18, 2024	Jan 22, 2025	65	Firm change	Other
L•• F•••••••• L••	J• W• C••• A•••••••• I•••	Nov 16, 2022	Dec 21, 2022

Relationships

Registered with (6)

→ D•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jan 22, 2025 to presentfactForm ADV
→ J• W• C••• A•••••••• I•••Registered adviserregistration: previous registration
Dec 21, 2022 to Nov 18, 2024factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Apr 4, 2018 to Nov 16, 2022factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••

Dated events

Occurred
Nov 18, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Nov 16, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:717d0d8d-1fe6-1086-929e-846836217238
First observed: Jun 7, 2013
Last observed: Sep 14, 2026 9 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.