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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

A•••••••• V••••••• W•••••

Advisor at F••••

WEST PALM BEACH, FL | Bethlehem, GA

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Search this name across graphsid dfx:ria:908ba27e-f0d7-afde-e2ab-3464f12436d2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 24, 2019 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: F••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
F••••	Independent wealth	Sep 24, 2020	n/a	yes	WEST PALM BEACH, FL\|Bethlehem, GA	Current employment
S•••••••• A•••••••	No RAUM reported	Sep 24, 2019	Sep 14, 2020	no	ATLANTA, GA

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• A•••••••	F••••	Sep 14, 2020	Sep 24, 2020	10	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
304563:285961:GA:2020-09-04	Sep 14, 2020	Sep 24, 2020	ATLANTA, GA	Firm change

Relationships

Registered with (2)

→ F••••Registered adviserregistration: current employment
Sep 24, 2020 to presentfactForm ADV
→ S•••••••• A•••••••Registered adviserregistration: previous registration
Sep 24, 2019 to Sep 14, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:908ba27e-f0d7-afde-e2ab-3464f12436d2
First observed: Sep 24, 2019
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.