DFX Intelligence

P••••• G••••••• D•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor11 years in industry

P••••• G••••••• D•••••••

Advisor at H••••••• F•••••••• A•••••••• L••

JACKSONVILLE, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Sep 3, 2021 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: H••••••• F•••••••• A•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••••••• F•••••••• A•••••••• L••	State registered	Nov 17, 2025	n/a	yes	JACKSONVILLE, FL	Current employment
F•••••• F•••••••• A•••••••• L••	Bd affiliated wealth	Sep 3, 2021	Nov 11, 2025	no	Jacksonville, FL\|TAMPA, FL\|Jacksonville, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••• F•••••••• A•••••••• L••	H••••••• F•••••••• A•••••••• L••	Nov 11, 2025	Nov 17, 2025	6	Firm change	Ibd to state RIA

Relationships

Registered with (2)

→ H••••••• F•••••••• A•••••••• L••Registered adviserregistration: current employment
Nov 17, 2025 to presentfactForm ADV
→ F•••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Sep 3, 2021 to Nov 11, 2025factForm ADV

Dated events

Order

Occurred
11 Nov 2025
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Sep 3, 2021
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.