DFX Intelligence

R••••• J••••• F••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor26 years in industry

R••••• J••••• F••••••

Advisor at I••••••••• A••••••• L••

PONTE VERDA, FL | PONTE VEDRA, FL

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 21, 2006 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: I••••••••• A••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••••• A••••••• L••	Independent wealth	Jan 28, 2023	n/a	yes	PONTE VEDRA, FL\|PONTE VERDA, FL	Current employment
P•••••••• S••••••••• I•••	Bd affiliated wealth	Aug 29, 2022	Jan 18, 2023	no	Jacksonville, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••••• S••••••••• I•••	I••••••••• A••••••• L••	Jan 18, 2023	Jan 28, 2023	10	Firm change	Ibd to RIA
F••••••• P••••••• A•• W•••••••• A•••••••	P•••••••• S••••••••• I•••	Dec 13, 2021	Aug 29, 2022

Relationships

Registered with (4)

→ I••••••••• A••••••• L••Registered adviserregistration: current employment
Jan 28, 2023 to presentfactForm ADV
→ P•••••••• S••••••••• I•••Registered adviserregistration: previous registration
Aug 29, 2022 to Jan 18, 2023factForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
Jul 13, 2018 to Dec 13, 2021factForm ADV
→ S•••••••• A••••••• L••

Dated events

Occurred
Jan 18, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 21, 2006
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.