DFX Intelligence

A••••• N•• D••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner26 years in industry

A••••• N•• D••••••

Advisor at W••••• P••••••• G••••

ORLANDO, FL

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Search this name across graphsid dfx:ria:ac045be4-1c7d-92a4-364e-c70f68296a4c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 6, 2003 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: W••••• P••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 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: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••• P••••••• G••••	I•••••••••_WEALTH	Dec 6, 2019	n/a	yes	ORLANDO, FL	Current employment
I••••••••• F•••••••• P•••••••	Bd affiliated wealth	Apr 29, 2015	Apr 15, 2020	no	ORLANDO, FL\|WINTER PARK, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••••• F•••••••• P•••••••	W••••• P••••••• G••••	Apr 15, 2020	Dec 6, 2019	-131	Firm change after gap	Ibd to RIA
P•••••• W••••• A•••••••• L••	I••••••••• F•••••••• P•••••••	Jun 19, 2015	Apr 29, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
171880:125112:FL:2015-06-19	Jun 19, 2015	Apr 29, 2015	FORT LAUDERDALE, FL	Firm change after gap

Relationships

Registered with (5)

→ W••••• P••••••• G••••Registered adviserregistration: current employment
Dec 6, 2019 to presentfactForm ADV
→ I••••••••• F•••••••• P•••••••Registered adviserregistration: previous registration
Apr 29, 2015 to Apr 15, 2020factForm ADV
→ P•••••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Feb 5, 2015 to Jun 19, 2015factForm ADV
→ L•• F•••••••• L••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ac045be4-1c7d-92a4-364e-c70f68296a4c
First observed: Feb 6, 2003
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.