DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)13 years in industry

D••• E• D•••

Advisor at R•••••• J•••• • A••••••••• I•••

ST. PETERSBURG, FL

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Search this name across graphsid dfx:ria:7466418a-8db5-3f61-2fb8-e14c5c36bf32

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 3, 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: R•••••• J•••• • A••••••••• I•••
Current firm class: national broker-dealer RIAderived
Book size: not public••• Locked
Industry start: Jul 2, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• J•••• • A••••••••• I•••	National bd RIA	Oct 18, 2022	n/a	yes	ST. PETERSBURG, FL	Current employment
F•••• T•••• S••••••••• I•••	Bd affiliated wealth	Nov 19, 2019	Sep 27, 2022	no	ST. PETERSBURG, FL\|PINELLAS PARK, FL\|ST. PETERSBURG, FL\|INDIAN SHORES, FL\|RIVERVIEW, FL\|CLEARWATER, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••• T•••• S••••••••• I•••	R•••••• J•••• • A••••••••• I•••	Sep 27, 2022	Oct 18, 2022	21	Firm change	Ibd to ibd
W•••• F•••• A•••••••	F•••• T•••• S••••••••• I•••	Aug 21, 2019	Nov 19, 2019

Relationships

Registered with (5)

→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: current employment
Oct 18, 2022 to presentfactForm ADV
→ F•••• T•••• S••••••••• I•••Registered adviserregistration: previous registration
Nov 19, 2019 to Sep 27, 2022factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jun 8, 2016 to Aug 21, 2019factForm ADV
→ B••• I••••••••• S•••••••• I•••

Dated events

Occurred
Sep 27, 2022
Advisor changed firm
D••• E• D••• left F•••• T•••• S••••••••• I••• for R•••••• J•••• • A••••••••• I••• (registered 2022-10-18)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7466418a-8db5-3f61-2fb8-e14c5c36bf32
First observed: Jul 3, 2013
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.