DFX Intelligence

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

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RIA / WealthAdvisor15 years in industry

E••• A••••• C•••••••••

Advisor at C•••• W••••• S•••••••

Tampa, FL | TAMPA, FL

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Search this name across graphsid dfx:ria:8179a1dc-229f-2785-26c1-9a1390938980

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 11, 2011 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: C•••• W••••• S•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 20, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••• W••••• S•••••••	Independent wealth	Apr 25, 2019	n/a	yes	Tampa, FL\|TAMPA, FL	Current employment
O••••••••• • C•• I•••	Bd affiliated wealth	Sep 17, 2013	Sep 8, 2017	no	CINCINNATI, OH\|WASHINGTON, DC\|SOUTHBURY, CT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O••••••••• • C•• I•••	C•••• W••••• S•••••••	Sep 8, 2017	Apr 25, 2019	594	Firm change after gap	Other
V••• F•••••••• A•••••••• I•••	O••••••••• • C•• I•••	Aug 23, 2013	Sep 17, 2013

Relationships

Registered with (3)

→ C•••• W••••• S•••••••Registered adviserregistration: current employment
Apr 25, 2019 to presentfactForm ADV
→ O••••••••• • C•• I•••Registered adviserregistration: previous registration
Sep 17, 2013 to Sep 8, 2017factForm ADV
→ V••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jul 11, 2011 to Aug 23, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8179a1dc-229f-2785-26c1-9a1390938980
First observed: Jul 11, 2011
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.