DFX Intelligence

A•• N•••• F••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner27 years in industry

A•• N•••• F••••••••

Advisor at A••••• F•••••••• A•••••••• I•••

ORLANDO, FL

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Search this name across graphsid dfx:ria:96ac24b2-caf1-3e56-3059-af0c29bc45ea

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 31, 2002 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: A••••• F•••••••• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 24, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• F•••••••• A•••••••• I•••	Independent wealth	Jan 13, 2011	n/a	yes	ORLANDO, FL	Current employment
H••••••• F•••••••• S•••••••• L••	n/a	Jan 26, 2005	Nov 30, 2010	no	WINTER PARK, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••••• F•••••••• S•••••••• L••	A••••• F•••••••• A•••••••• I•••	Nov 30, 2010	Jan 13, 2011	44	Firm change	Other
E•• F•••••••• A•••••••	H••••••• F•••••••• S•••••••• L••	May 16, 2003	Jan 26, 2005

Relationships

Registered with (3)

→ A••••• F•••••••• A•••••••• I•••Registered adviserregistration: current employment
Jan 13, 2011 to presentfactForm ADV
→ H••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Jan 26, 2005 to Nov 30, 2010factForm ADV
→ E•• F•••••••• A•••••••Registered adviserregistration: previous registration
Oct 31, 2002 to May 16, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:96ac24b2-caf1-3e56-3059-af0c29bc45ea
First observed: Oct 31, 2002
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.