DFX Intelligence

D•••• T• R•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor17 years in industry

D•••• T• R•••••••

Advisor at G••••• W••••• M••••••••• I••••••••• A•••••••• I•••

FORT LAUDERDALE, FL

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Search this name across graphsid dfx:ria:94b923f2-2f5f-e6c0-4dab-d095e74b6ad7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Nov 24, 2008 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: G••••• W••••• M••••••••• I••••••••• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 21, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••• W••••• M••••••••• I••••••••• A•••••••• I•••	Independent wealth	Jul 18, 2025	n/a	yes	FORT LAUDERDALE, FL	Current employment
W•••• F•••• A•••••••	Wirehouse	Nov 14, 2022	Jun 27, 2025	no	FORT LAUDERDALE, FL\|FORT LAUDERDALE, FL\|FORT LAUDERDALE, FL\|FORT LAUDERDALE, FL\|TAMARAC, FL\|FORT LAUDERDALE, FL\|FORT LAUDERDALE, FL\|BOCA RATON, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	G••••• W••••• M••••••••• I••••••••• A•••••••• I•••	Jun 27, 2025	Jul 18, 2025	21	Firm change	Wirehouse to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	W•••• F•••• A•••••••	Nov 11, 2022	Nov 14, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:19616:FL:2022-11-04	Nov 11, 2022	Nov 14, 2022	NORTH MIAMI BEACH, FL	Firm change

Relationships

Registered with (5)

→ G••••• W••••• M••••••••• I••••••••• A•••••••• I•••Registered adviserregistration: current employment
Jul 18, 2025 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Nov 14, 2022 to Jun 27, 2025factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Oct 7, 2015 to Nov 11, 2022factForm ADV
→ M••••• S••••••

Dated events

Occurred
Jun 27, 2025
Advisor changed firm
D•••• T• R••••••• left W•••• F•••• A••••••• for G••••• W••••• M••••••••• I••••••••• A•••••••• I••• (registered 2025-07-18)
Form ADVobserved 7 days ago
Occurred
Nov 11, 2022
Advisor changed firm
D•••• T• R••••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for W•••• F•••• A••••••• (registered 2022-11-14)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:94b923f2-2f5f-e6c0-4dab-d095e74b6ad7
First observed: Nov 24, 2008
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.