DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)24 years in industry

A•••• M•••••

Advisor at W•••• F•••• A•••••••

VERO BEACH, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 26, 2005 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•••• F•••• A•••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Oct 1, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• F•••• A•••••••	Wirehouse	Mar 10, 2025	n/a	yes	VERO BEACH, FL	Current employment
W•••• F•••• A•••••••	Wirehouse	Apr 26, 2005	Mar 7, 2025	no	VERO BEACH, FL\|VERO BEACH, FL\|ORLANDO, FL\|ORLANDO, FL\|WINTER GARDEN, FL\|ORLANDO, FL\|ORLANDO, FL\|WINTER GARDEN, FL\|WINTER GARDEN, FL\|WINTER GARDEN, FL\|BOCA RATON, FL\|VERO BEACH, FL\|FORT PIERCE, FL\|FORT PIERCE, FL\|FORT PIERCE, FL\|PALM BEACH, FL\|ORLANDO, FL\|BOCA RATON, FL\|WINTER PARK, FL\|VERO BEACH, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	W•••• F•••• A•••••••	Mar 7, 2025	Mar 10, 2025	3	Channel change	Wirehouse to wirehouse

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:11025:FL:2025-03-07	Mar 7, 2025	Mar 10, 2025	VERO BEACH, FL	Firm change

Relationships

Registered with (2)

→ W•••• F•••• A•••••••Registered adviserregistration: current employment
Mar 10, 2025 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Apr 26, 2005 to Mar 7, 2025factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 26, 2005
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.