DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

W•••••• L•• M•••••••

Advisor at P•• S•••••••• W•••••

TAMPA, FL

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Search this name across graphsid dfx:ria:885a7a1e-a24b-8102-0f23-97379501782a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Dec 18, 2013 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: P•• S•••••••• W•••••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Dec 13, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•• S•••••••• W•••••	No RAUM reported	Jul 10, 2026	n/a	yes	TAMPA, FL	Current employment
I••••••••• F•••••••• P•••••••	Bd affiliated wealth	Aug 22, 2022	Jun 26, 2026	no	TAMPA, FL\|Tampa, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••••• F•••••••• P•••••••	P•• S•••••••• W•••••	Jun 26, 2026	Jul 10, 2026	14	Firm change	Ibd to new firm
H•••••• B•••	I••••••••• F•••••••• P•••••••	Aug 31, 2021	Aug 22, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
125112:342913:FL:2026-06-26	Jun 26, 2026	Jul 10, 2026	TAMPA, FL	Firm change
19616:11025:FL:2016-07-15	Jul 15, 2016	Jul 15, 2016	VENICE, FL	Firm change

Relationships

Registered with (6)

→ P•• S•••••••• W•••••Registered adviserregistration: current employment
Jul 10, 2026 to presentfactForm ADV
→ I••••••••• F•••••••• P•••••••Registered adviserregistration: previous registration
Aug 22, 2022 to Jun 26, 2026factForm ADV
→ H•••••• B•••Registered adviserregistration: previous registration
Jun 17, 2021 to Aug 31, 2021factForm ADV
→ F••••••••• P•••••• W•••••

Dated events

Occurred
Jun 26, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:885a7a1e-a24b-8102-0f23-97379501782a
First observed: Dec 18, 2013
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.