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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)14 years in industry

C•••••••• D•••• M••••••••

Advisor at P•••••••• F•••••••• A••••••• G••••

Melbourne, FL

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Search this name across graphsid dfx:ria:908c2d73-42a5-960f-117d-269ac0647539

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: May 27, 2020 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•••••••• F•••••••• A••••••• G••••
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: Aug 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms

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
P•••••••• F•••••••• A••••••• G••••	Independent wealth	Jun 14, 2024	n/a	yes	Melbourne, FL	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	May 27, 2020	Jan 18, 2024	no

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
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	P•••••••• F•••••••• A••••••• G••••	Jan 18, 2024	Jun 14, 2024	148	Firm change	Wirehouse to RIA

Relationships

Registered with (2)

→ P•••••••• F•••••••• A••••••• G••••Registered adviserregistration: current employment
Jun 14, 2024 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
May 27, 2020 to Jan 18, 2024factForm ADV

Dated events

Occurred
Jan 18, 2024
Advisor changed firm
C•••••••• D•••• M•••••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for P•••••••• F•••••••• A••••••• G•••• (registered 2024-06-14)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:908c2d73-42a5-960f-117d-269ac0647539
First observed: May 27, 2020
Last observed: Sep 14, 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.