DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

D••••• W•••• D•••

Advisor at R••••• • R•••••• W••••• A•••••••• I•••

CELEBRATION, FL

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Search this name across graphsid dfx:ria:87a00b6d-9649-0426-6589-68700c9681e7

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

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Nov 4, 2019 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: R••••• • R•••••• W••••• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••• • R•••••• W••••• A•••••••• I•••	Independent wealth	Aug 21, 2023	n/a	yes	CELEBRATION, FL	Current employment
A• W•••••	Former SEC adviser	Sep 16, 2020	Aug 8, 2022	no	NEW YORK, NY\|Winter Garden, FL\|Windermere, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A• W•••••	R••••• • R•••••• W••••• A•••••••• I•••	Aug 8, 2022	Aug 21, 2023	378	Firm change	RIA to RIA
C•••••• S••••• • C••• I•••	A• W•••••	Sep 14, 2020	Sep 16, 2020

Relationships

Registered with (3)

→ R••••• • R•••••• W••••• A•••••••• I•••Registered adviserregistration: current employment
Aug 21, 2023 to presentfactForm ADV
→ A• W•••••Registered adviserregistration: previous registration
Sep 16, 2020 to Aug 8, 2022factForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Nov 4, 2019 to Sep 14, 2020factForm ADV

Dated events

Occurred
Aug 8, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:87a00b6d-9649-0426-6589-68700c9681e7
First observed: Nov 4, 2019
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.