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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

C••••• W••••• M•••••••••

Advisor at W•••••••••

WEST PALM BEACH, FL

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Search this name across graphsid dfx:ria:930579ff-e278-53f7-1548-641fb6438daa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 23, 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: W•••••••••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

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
W•••••••••	State registered	Jan 21, 2026	n/a	yes	WEST PALM BEACH, FL	Current employment
F••••••• P••••••• A•• W•••••••• A•••••••	Former SEC adviser	Nov 18, 2021	Mar 24, 2023	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
F••••••• P••••••• A•• W•••••••• A•••••••	W•••••••••	Mar 24, 2023	Jan 21, 2026	1,034	Firm change after gap	Ibd to state RIA
S••••••••• P••••••••• L••	F••••••• P••••••• A•• W•••••••• A•••••••	Sep 29, 2021

Relationships

Registered with (3)

→ W•••••••••Registered adviserregistration: current employment
Jan 21, 2026 to presentfactForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
Nov 18, 2021 to Mar 24, 2023factForm ADV
→ S••••••••• P••••••••• L••Registered adviserregistration: previous registration
Feb 23, 2021 to Sep 29, 2021factForm ADV

Dated events

Occurred
Mar 24, 2023
Advisor changed firm
C••••• W••••• M••••••••• left F••••••• P••••••• A•• W•••••••• A••••••• for Wealthadvisor365 (registered 2026-01-21)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:930579ff-e278-53f7-1548-641fb6438daa
First observed: Feb 23, 2021
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.