T•••• R•• C•••

Advisor at N•••• • P••••• F•••••••• S•••••••• I•••

Largo, FL | ST. PETERSBURG, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:84a152f0-cd42-a966-2186-3acd8c49d473

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 4, 1999 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: N•••• • P••••• F•••••••• S•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 10, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N•••• • P••••• F•••••••• S•••••••• I•••	Independent wealth	Jan 17, 2020	n/a	yes	ST. PETERSBURG, FL\|Largo, FL	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Jan 2, 2009	May 4, 2020	no	LARGO, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	N•••• • P••••• F•••••••• S•••••••• I•••	May 4, 2020	Jan 17, 2020	-108	Firm change after gap	Ibd to RIA
R•••••• J•••• F•••••••• S•••••••• I•••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Oct 10, 2009

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:112970:FL:2020-05-04	May 4, 2020	Jan 17, 2020	LARGO, FL	Firm change after gap

Relationships

Registered with (3)

→ N•••• • P••••• F•••••••• S•••••••• I•••Registered adviserregistration: current employment
Jan 17, 2020 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Jan 2, 2009 to May 4, 2020factForm ADV
→ R•••••• J•••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jan 4, 1999 to Oct 10, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:84a152f0-cd42-a966-2186-3acd8c49d473
First observed: Jan 4, 1999
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.