DFX Intelligence

J•••••••• R•••• C•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Personal Financial Specialist32 years in industry

J•••••••• R•••• C•••••••

Advisor at I••••• P••••••••• W•••••• L••

••• Locked

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Search this name across graphsid dfx:ria:7a26ec4f-8851-fccc-047b-a3702957e27f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Dec 19, 2014 to Sep 15, 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: I••••• P••••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• • C•••••• W••••• M••••••••• L••	State registered	Jul 16, 2026	n/a	yes	SPRING HILL, FL\|Odessa, FL\|Inverness, FL\|Brooksville, FL	Current employment
I••••• P••••••••• W•••••• L••	Independent wealth	Jan 4, 2024	n/a	yes	Brooksville, FL\|Inverness, FL\|Spring Hill, FL\|MARIETTA, GA\|Odessa, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J•••••• W•••••	I••••• P••••••••• W•••••• L••	Oct 3, 2024	Jan 4, 2024	-273	Firm change after gap	RIA to RIA
B••••••••• W••••• A•••••••• L••	J•••••• W•••••	Oct 5, 2020	Nov 18, 2020

Relationships

Registered with (5)

→ C••••••• • C•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jul 16, 2026 to presentfactForm ADV
→ I••••• P••••••••• W•••••• L••Registered adviserregistration: current employment
Jan 4, 2024 to presentfactForm ADV
→ J•••••• W•••••Registered adviserregistration: previous registration
Nov 18, 2020 to Oct 3, 2024factForm ADV
→ B••••••••• W••••• A•••••••• L••

Dated events

Occurred
Oct 3, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7a26ec4f-8851-fccc-047b-a3702957e27f
First observed: Dec 19, 2014
Last observed: Sep 15, 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.