DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner15 years in industry

P•••••• B••••••• W•••••

Advisor at A••••••• R••••••••• A•••••••• L••

BIRMINGHAM, AL | PENSACOLA, FL

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Search this name across graphsid dfx:ria:b2fe5b41-6388-b40d-701e-31e314b23425

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 3, 2011 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: A••••••• R••••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• R••••••••• A•••••••• L••	Independent wealth	Aug 2, 2021	n/a	yes	PENSACOLA, FL\|BIRMINGHAM, AL	Current employment
W••••• W••••• A•••••••• L••	n/a	Apr 4, 2012	Aug 13, 2021	no	PENSACOLA, FL\|NAVARRE, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••• W••••• A•••••••• L••	A••••••• R••••••••• A•••••••• L••	Aug 13, 2021	Aug 2, 2021	-11	Firm change	Other
B•••••• W••••• M•••••••••	W••••• W••••• A•••••••• L••	Jul 5, 2012	Apr 4, 2012

Relationships

Registered with (3)

→ A••••••• R••••••••• A•••••••• L••Registered adviserregistration: current employment
Aug 2, 2021 to presentfactForm ADV
→ W••••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Apr 4, 2012 to Aug 13, 2021factForm ADV
→ B•••••• W••••• M•••••••••Registered adviserregistration: previous registration
Jan 3, 2011 to Jul 5, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b2fe5b41-6388-b40d-701e-31e314b23425
First observed: Jan 3, 2011
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.