DFX Intelligence

M•••• A•• S•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner26 years in industry

M•••• A•• S•••••••

Advisor at F•••••• F•••••••• A•••••••• L••

NORTH BAY VILLAGE, FL

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Search this name across graphsid dfx:ria:a23936bf-5f67-f9f2-4727-ad2d231d7843

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 31, 2000 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: F•••••• F•••••••• A•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 31, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••• F•••••••• A•••••••• L••	State registered	Feb 26, 2020	n/a	yes	NORTH BAY VILLAGE, FL	Current employment
M•• I•••••••• S•••••••• L••	Bd affiliated wealth	May 5, 2017	Aug 30, 2019	no	CORAL GABLES, FL\|Miami, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• I•••••••• S•••••••• L••	F•••••• F•••••••• A•••••••• L••	Aug 30, 2019	Feb 26, 2020	180	Firm change	Ibd to state RIA
V•••• F•••••••• A•••••••• I•••	M•• I•••••••• S•••••••• L••	May 12, 2017	May 5, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
42803:10409:FL:2017-05-12	May 12, 2017	May 5, 2017	BOCA RATON, FL	Firm change

Relationships

Registered with (4)

→ F•••••• F•••••••• A•••••••• L••Registered adviserregistration: current employment
Feb 26, 2020 to presentfactForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
May 5, 2017 to Aug 30, 2019factForm ADV
→ V•••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Oct 22, 2010 to May 12, 2017factForm ADV
→ C•••••• S••••• • C••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a23936bf-5f67-f9f2-4727-ad2d231d7843
First observed: Aug 31, 2000
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.