DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)12 years in industry

M•••••• A•••••• T••••••••

Advisor at P•• W••••• M•••••••••

Jacksonville, FL | ST. AUGUSTINE, FL

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Search this name across graphsid dfx:ria:a4a0be88-718f-817f-a4f4-403405eadb96

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Apr 25, 2014 to Sep 15, 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: P•• W••••• M•••••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Apr 24, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•• W••••• M•••••••••	Bd affiliated wealth	Sep 29, 2023	n/a	yes	ST. AUGUSTINE, FL\|Jacksonville, FL	Current employment
C•••••••• G••••• M•••••• I•••	Bd affiliated wealth	Feb 8, 2022	Oct 10, 2023	no	Jacksonville, FL\|Jacksonville, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• G••••• M•••••• I•••	P•• W••••• M•••••••••	Oct 10, 2023	Sep 29, 2023	-11	Firm change	Ibd to ibd
F••••••• P••••••• A•• W•••••••• A•••••••	C•••••••• G••••• M•••••• I•••	Jan 11, 2022	Feb 8, 2022

Relationships

Registered with (5)

→ P•• W••••• M•••••••••Registered adviserregistration: current employment
Sep 29, 2023 to presentfactForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Feb 8, 2022 to Oct 10, 2023factForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
Feb 7, 2019 to Jan 11, 2022factForm ADV
→ C••• F•••••••• S•••••••• L•••

Dated events

Occurred
Oct 10, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jan 11, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a4a0be88-718f-817f-a4f4-403405eadb96
First observed: Apr 25, 2014
Last observed: Sep 15, 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.