DFX Intelligence

C••••••••• L•• S••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor18 years in industry

C••••••••• L•• S••••••

Advisor at A•••••• W••••• M••••••••• L••

Winter Garden, FL

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Search this name across graphsid dfx:ria:85994a37-a618-0bfc-d635-a91d4a56b260

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 12, 2024 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: A•••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••••• W••••• M••••••••• L••	Independent wealth	Jun 21, 2024	n/a	yes	Winter Garden, FL	Current employment
C•••••• S••••• • C••• I•••	National bd RIA	Jun 12, 2024	Jun 21, 2024	no	Orlando, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• S••••• • C••• I•••	A•••••• W••••• M••••••••• L••	Jun 21, 2024	Jun 21, 2024	0	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ A•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jun 21, 2024 to presentfactForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Jun 12, 2024 to Jun 21, 2024factForm ADV

Dated events

Occurred
Jun 21, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:85994a37-a618-0bfc-d635-a91d4a56b260
First observed: Jun 12, 2024
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.