DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner37 years in industry

G•• L••••••• B••••••

Advisor at T••••••• C•••• F•••••••• P•••••••• I•••

VERO 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, 4:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 13, 1995 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: T••••••• C•••• F•••••••• P•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 27, 1988earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••••• C•••• F•••••••• P•••••••• I•••	Independent wealth	Apr 8, 2013	n/a	yes	VERO BEACH, FL	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Apr 13, 1995	May 7, 2013	no	VERO BEACH, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	T••••••• C•••• F•••••••• P•••••••• I•••	May 7, 2013	Apr 8, 2013	-29	Firm change	Other

Relationships

Registered with (2)

→ T••••••• C•••• F•••••••• P•••••••• I•••Registered adviserregistration: current employment
Apr 8, 2013 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Apr 13, 1995 to May 7, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 13, 1995
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.