E••• B••••

Advisor at F••••••••• I••••••••• A••••••• L••

PHOENIX, AZ | Plantation, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b499e1f5-03f2-7d57-3f3b-496430a6608e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Sep 22, 2021 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: F••••••••• I••••••••• A••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••••• I••••••••• A••••••• L••	Independent wealth	Feb 4, 2026	n/a	yes	PHOENIX, AZ\|Plantation, FL	Current employment
L•• C•••••• L••	n/a	Aug 7, 2023	Mar 10, 2026	no	FORT LAUDERDALE, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• C•••••• L••	F••••••••• I••••••••• A••••••• L••	Mar 10, 2026	Feb 4, 2026	-34	Firm change after gap	Other
A••••••••• F•••••••• S•••••••• L••	L•• C•••••• L••	Jan 19, 2023	Aug 7, 2023

Relationships

Registered with (5)

→ F••••••••• I••••••••• A••••••• L••Registered adviserregistration: current employment
Feb 4, 2026 to presentfactForm ADV
→ L•• C•••••• L••Registered adviserregistration: previous registration
Aug 7, 2023 to Mar 10, 2026factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Jul 7, 2022 to Jan 19, 2023factForm ADV
→ I••••••••• A••••• I••••••••• M••••••••• L••

Dated events

Occurred
Mar 10, 2026
Advisor changed firm
E••• B•••• left L•• C•••••• L•• for F••••••••• I••••••••• A••••••• L•• (registered 2026-02-04)
Form ADVobserved 7 days ago
Occurred
Jan 19, 2023
Advisor changed firm
E••• B•••• left A••••••••• F•••••••• S•••••••• L•• for L•• C•••••• L•• (registered 2023-08-07)
Form ADVobserved 7 days ago
Occurred
May 26, 2022
Advisor changed firm
E••• B•••• left I••••••••• A••••• I••••••••• M••••••••• L•• for A••••••••• F•••••••• S•••••••• L•• (registered 2022-07-07)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b499e1f5-03f2-7d57-3f3b-496430a6608e
First observed: Sep 22, 2021
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.