DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

P•••• L•• D• G•••••••

Advisor at F•••••••• P••••••• B• D•••••

INDIAN HARBOUR BEACH, 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, 4:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Jul 21, 2017 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: F•••••••• P••••••• B• D•••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 14, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••••• P••••••• B• D•••••	State registered	Jan 10, 2024	n/a	yes	INDIAN HARBOUR BEACH, FL	Current employment
J• W• C••• A•••••••• I•••	Bd affiliated wealth	Jun 23, 2022	Dec 21, 2023	no	Hudson, FL\|Rockledge, FL\|Clemmons, NC\|TAMPA, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J• W• C••• A•••••••• I•••	F•••••••• P••••••• B• D•••••	Dec 21, 2023	Jan 10, 2024	20	Firm change	Ibd to state RIA
S••••• F•••••••• A•••••••• I•••	J• W• C••• A•••••••• I•••	Jun 13, 2022	Jun 23, 2022

Relationships

Registered with (6)

→ F•••••••• P••••••• B• D•••••Registered adviserregistration: current employment
Jan 10, 2024 to presentfactForm ADV
→ J• W• C••• A•••••••• I•••Registered adviserregistration: previous registration
Jun 23, 2022 to Dec 21, 2023factForm ADV
→ S••••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Dec 2, 2021 to Jun 13, 2022factForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••

Dated events

Occurred
Dec 21, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jun 13, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 21, 2017
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.