DFX Intelligence

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

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RIA / WealthAdvisor30 years in industry

A•••••• L•••••• G•••••

Advisor at B••••• O••••••• W••••• M••••••••• L••

Riverview, FL | TARPON SPRINGS, FL

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Search this name across graphsid dfx:ria:abae76e7-0f9c-528e-115c-88e50a5672c6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 5, 2008 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: B••••• O••••••• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 23, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• O••••••• W••••• M••••••••• L••	State registered	May 7, 2025	n/a	yes	Riverview, FL\|TARPON SPRINGS, FL\|Riverview, FL	Current employment
T•• I••••••••• A•••••••• L••	n/a	Sep 1, 2015	Mar 21, 2025	no	RIVERVIEW, FL\|RIVERVIEW, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• I••••••••• A•••••••• L••	B••••• O••••••• W••••• M••••••••• L••	Mar 21, 2025	May 7, 2025	47	Firm change	Other
M• I••••••••• A•••••••	T•• I••••••••• A•••••••• L••	Apr 14, 2015	Sep 1, 2015

Relationships

Registered with (4)

→ B••••• O••••••• W••••• M••••••••• L••Registered adviserregistration: current employment
May 7, 2025 to presentfactForm ADV
→ T•• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Sep 1, 2015 to Mar 21, 2025factForm ADV
→ M• I••••••••• A•••••••Registered adviserregistration: previous registration
Jan 27, 2012 to Apr 14, 2015factForm ADV
→ A••••••• I••••••••• S•••••••

Dated events

Occurred
Mar 21, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:abae76e7-0f9c-528e-115c-88e50a5672c6
First observed: May 5, 2008
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.