DFX Intelligence
Reading the graph
Reading the graph
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Advisor at V••• F•••••••• A•••••••• I•••
TAMPA, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| V••• F•••••••• A•••••••• I••• | Bd affiliated wealth | Aug 19, 2025 | n/a | yes | TAMPA, FL | Current employment |
| I••••• P••••••••• W•••••• L•• | Independent wealth | Mar 25, 2024 | Aug 13, 2025 | no | MARIETTA, GA|Inverness, FL|Spring Hill, FL|Odessa, FL |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| I••••• P••••••••• W•••••• L•• | V••• F•••••••• A•••••••• I••• | Aug 13, 2025 | Aug 19, 2025 | 6 | Firm change | RIA to ibd |
| J•••••• W••••• | I••••• P••••••••• W•••••• L•• | Oct 3, 2024 | Mar 25, 2024 |
| J•••••• W••••• | Former SEC adviser | Feb 4, 2021 | Oct 3, 2024 | no | Spring Hill, FL|ENGLEWOOD, CO | Previous registration |
| C••• F•••••••• S•••••••• L••• | Former SEC adviser | May 3, 2018 | Dec 22, 2020 | no | Tampa, FL|Tampa, FL|Tampa, FL|Saint Petersburg, FL|Tampa, FL | Previous registration |
| A••••• A•• P••••••• S••••••• | Bd affiliated wealth | Jan 5, 2016 | Jan 31, 2018 | no | Tampa, FL | Previous registration |
| -192 |
| Firm change after gap |
| RIA to RIA |
| C••• F•••••••• S•••••••• L••• | J•••••• W••••• | Dec 22, 2020 | Feb 4, 2021 | 44 | Firm change | Ibd to RIA |
| A••••• A•• P••••••• S••••••• | C••• F•••••••• S•••••••• L••• | Jan 31, 2018 | May 3, 2018 | 92 | Firm change | Other |