DFX Intelligence

M••• D•••••• H•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)29 years in industry

M••• D•••••• H•••••••

Advisor at C•••••• S••••• • C••• I•••

Orlando, FL

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Search this name across graphsid dfx:ria:82ded3ce-38f4-44b8-7af4-334838d66cc4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: May 7, 2001 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•••••• S••••• • C••• I•••
Current firm class: national broker-dealer RIAderived
Book size: not public••• Locked
Industry start: Jan 6, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• S••••• • C••• I•••	National bd RIA	May 21, 2025	n/a	yes	Orlando, FL	Current employment
E••••• J••••	National bd RIA	Mar 4, 2024	Mar 10, 2025	no	Lutz, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	C•••••• S••••• • C••• I•••	Mar 10, 2025	May 21, 2025	72	Firm change	Ibd to ibd
M••••• S••••••	E••••• J••••	Dec 22, 2023	Mar 4, 2024

Relationships

Registered with (6)

→ C•••••• S••••• • C••• I•••Registered adviserregistration: current employment
May 21, 2025 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Mar 4, 2024 to Mar 10, 2025factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Sep 5, 2023 to Dec 22, 2023factForm ADV
→ E•••••• C•••••• M••••••••• L••

Dated events

Occurred
Mar 10, 2025
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago
Occurred
Dec 22, 2023
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:82ded3ce-38f4-44b8-7af4-334838d66cc4
First observed: May 7, 2001
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.