DFX Intelligence

S•••••• T•••• F•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor30 years in industry

S•••••• T•••• F•••••

Advisor at M••••••• F••••• F•••••••• M••••••••• I•••

KEYSTONE HEIGHTS, FL

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Search this name across graphsid dfx:ria:b0e4bb6f-19b3-3046-f91a-400269bd6c01

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 23, 2006 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: M••••••• F••••• F•••••••• M••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 29derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••• F••••• F•••••••• M••••••••• I•••	Independent wealth	Mar 18, 1997	n/a	yes	KEYSTONE HEIGHTS, FL	Current employment
W••••• I•••	n/a	May 23, 2006	Dec 31, 2010	no	JACKSONVILLE, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••• I•••	n/a	Dec 31, 2010	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ M••••••• F••••• F•••••••• M••••••••• I•••Registered adviserregistration: current employment
Mar 18, 1997 to presentfactForm ADV
→ W••••• I•••Registered adviserregistration: previous registration
May 23, 2006 to Dec 31, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b0e4bb6f-19b3-3046-f91a-400269bd6c01
First observed: May 23, 2006
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.