DFX Intelligence

W•••••• P••••••• B•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor14 years in industry

W•••••• P••••••• B•••

Advisor at C••••••

Jupiter, FL

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Search this name across graphsid dfx:ria:a39da4aa-b1ae-c2f2-557a-cf694c7415f9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Aug 27, 2021 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: C••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 5, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••	Independent wealth	Feb 14, 2025	n/a	yes	Jupiter, FL	Current employment
G••••• A••••••• L••	Former SEC adviser	Aug 27, 2021	Mar 28, 2025	no	NEW YORK, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••• A••••••• L••	C••••••	Mar 28, 2025	Feb 14, 2025	-42	Firm change after gap	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
134062:319448:NY:2025-03-28	Mar 28, 2025	Feb 14, 2025	NEW YORK, NY	Firm change after gap

Relationships

Registered with (2)

→ C••••••Registered adviserregistration: current employment
Feb 14, 2025 to presentfactForm ADV
→ G••••• A••••••• L••Registered adviserregistration: previous registration
Aug 27, 2021 to Mar 28, 2025factForm ADV

Dated events

Occurred
Mar 28, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a39da4aa-b1ae-c2f2-557a-cf694c7415f9
First observed: Aug 27, 2021
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.