DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)18 years in industry

B••••••• D•••• P•••••••

Advisor at O•••• W•••••• I•••

SPRING HILL, FL | TAMPA, FL

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Search this name across graphsid dfx:ria:80b8c87c-8c98-dde4-c106-7801754624d3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Nov 18, 2008 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: O•••• W•••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••• W•••••• I•••	Bd affiliated wealth	Mar 7, 2025	n/a	yes	SPRING HILL, FL\|TAMPA, FL	Current employment
B• R•••• W••••• A•••••••• I•••	Bd affiliated wealth	Jan 23, 2020	Mar 21, 2025	no	TAMPA, FL\|Tampa, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B• R•••• W••••• A•••••••• I•••	O•••• W•••••• I•••	Mar 21, 2025	Mar 7, 2025	-14	Firm change	Ibd to ibd
E•••••••• A•••••••• L••	B• R•••• W••••• A•••••••• I•••	Jan 28, 2020	Jan 23, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
6627:115927:FL:2020-01-28	Jan 28, 2020	Jan 23, 2020	TAMPA, FL	Firm change

Relationships

Registered with (3)

→ O•••• W•••••• I•••Registered adviserregistration: current employment
Mar 7, 2025 to presentfactForm ADV
→ B• R•••• W••••• A•••••••• I•••Registered adviserregistration: previous registration
Jan 23, 2020 to Mar 21, 2025factForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Nov 18, 2008 to Jan 28, 2020factForm ADV

Dated events

Occurred
Mar 21, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:80b8c87c-8c98-dde4-c106-7801754624d3
First observed: Nov 18, 2008
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.