E•••••• A••••••

Advisor at C••••••••• I••••••••• A•••••••• L••

TAMPA, FL | Pinecrest, 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:8af58679-904c-fae4-2783-4ef25dee9a6c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 1
Observed: Nov 2, 2015 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

E•••••• A••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: C••••••••• I••••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 2, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom 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
C••••••••• A•••• M••••••••• L••	Asset manager	Oct 29, 2024	n/a	yes	Pinecrest, FL\|TAMPA, FL	Current employment
C••••••••• I••••••••• A•••••••• L••	Independent wealth	May 31, 2023	n/a	yes	Pinecrest, FL\|TAMPA, FL	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	C••••••••• I••••••••• A•••••••• L••	Apr 5, 2023	May 31, 2023	56	Firm change	Ibd to RIA
A••••••••• F•••••••• S•••••••• L••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Sep 29, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
6363:149018:FL:2017-09-25	Sep 29, 2017	Oct 11, 2017	MIAMI, FL	Firm change

Relationships

Registered with (4)

→ C••••••••• A•••• M••••••••• L••Registered adviserregistration: current employment
Oct 29, 2024 to presentfactForm ADV
→ C••••••••• I••••••••• A•••••••• L••Registered adviserregistration: current employment
May 31, 2023 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Oct 11, 2017 to Apr 5, 2023factForm ADV
→ A••••••••• F•••••••• S•••••••• L••

Dated events

Occurred
Apr 5, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8af58679-904c-fae4-2783-4ef25dee9a6c
First observed: Nov 2, 2015
Last observed: Sep 15, 2026 7 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.