DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner28 years in industry

V•••• D••••• K•••••

Advisor at C•••••••• A••••••• C•••

ALTAMONTS SPRINGS, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 9, 2000 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•••••••• A••••••• C•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 22, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 20derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• A••••••• C•••	Independent wealth	Aug 15, 2006	n/a	yes	ALTAMONTS SPRINGS, FL	Current employment
C••••••• A•••• M••••••••• I••	n/a	Aug 26, 2003	Jul 19, 2006	no	MONTGOMERY, AL\|KISSIMMEE, FL\|ORLANDO, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• A•••• M••••••••• I••	C•••••••• A••••••• C•••	Jul 19, 2006	Aug 15, 2006	27	Firm change	Other
L•• F•••••••• L••	C••••••• A•••• M••••••••• I••	Jun 17, 2002	Aug 26, 2003

Relationships

Registered with (3)

→ C•••••••• A••••••• C•••Registered adviserregistration: current employment
Aug 15, 2006 to presentfactForm ADV
→ C••••••• A•••• M••••••••• I••Registered adviserregistration: previous registration
Aug 26, 2003 to Jul 19, 2006factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jun 9, 2000 to Jun 17, 2002factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 9, 2000
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.