DFX Intelligence

L••••• M••••••• P•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor11 years in industry

L••••• M••••••• P•••••

Advisor at W••••• C••• L••

MERRITT ISLAND, FL | Austin, TX

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Search this name across graphsid dfx:ria:8235daad-1806-5f8a-e943-30e78c9580fc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 21, 2015 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: W••••• C••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 24, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom 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
W••••• C••• L••	Independent wealth	Mar 12, 2019	n/a	yes	MERRITT ISLAND, FL\|Austin, TX	Current employment
A••••• A•• P••••••• S•••••••	Bd affiliated wealth	Sep 14, 2016	Sep 21, 2017	no	NEW YORK, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••• A•• P••••••• S•••••••	W••••• C••• L••	Sep 21, 2017	Mar 12, 2019	537	Firm change after gap	Other
L•••••••• P••••••• S•••••••• L••	A••••• A•• P••••••• S•••••••	Jul 20, 2015	Sep 14, 2016

Relationships

Registered with (3)

→ W••••• C••• L••Registered adviserregistration: current employment
Mar 12, 2019 to presentfactForm ADV
→ A••••• A•• P••••••• S•••••••Registered adviserregistration: previous registration
Sep 14, 2016 to Sep 21, 2017factForm ADV
→ L•••••••• P••••••• S•••••••• L••Registered adviserregistration: previous registration
Jan 21, 2015 to Jul 20, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8235daad-1806-5f8a-e943-30e78c9580fc
First observed: Jan 21, 2015
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.