DFX Intelligence

s••••• k•••••••• b•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

s••••• k•••••••• b•••••

Advisor at S•••••••• A•••••• N••••••

Tampa, FL | BRIGHTON, MI

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 30, 2019 to Sep 15, 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: S•••••••• A•••••• N••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••••••• A•••••• N••••••	Independent wealth	Feb 6, 2023	n/a	yes	BRIGHTON, MI\|Tampa, FL	Current employment
F•••••• F•••••••• A•••••••• L••	Bd affiliated wealth	Jan 30, 2019	Feb 7, 2023	no	TAMPA, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••• F•••••••• A•••••••• L••	S•••••••• A•••••• N••••••	Feb 7, 2023	Feb 6, 2023	-1	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ S•••••••• A•••••• N••••••Registered adviserregistration: current employment
Feb 6, 2023 to presentfactForm ADV
→ F•••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 30, 2019 to Feb 7, 2023factForm ADV

Dated events

Order

Occurred
7 Feb 2023
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 30, 2019
Last observed: Sep 15, 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.