DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

C••••••••• P••••

Advisor at F••••• I•••••••••

Tampa, FL | PLANO, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 4, 2019 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•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••• I•••••••••	Independent wealth	Jun 15, 2024	n/a	yes	Tampa, FL\|PLANO, TX	Current employment
T• P•••••• C••••• W••••• L••	Bd affiliated wealth	Jun 11, 2021	Jun 14, 2024	no	JACKSONVILLE, FL\|Brandon, FL\|Lakeland, FL\|Wesley Chapel, FL\|WEST PALM BEACH, FL\|Sarasota, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T• P•••••• C••••• W••••• L••	F••••• I•••••••••	Jun 14, 2024	Jun 15, 2024	1	Firm change	Ibd to RIA
J••• M••••• S••••••••• L••	T• P•••••• C••••• W••••• L••	May 25, 2021	Jun 11, 2021

Relationships

Registered with (4)

→ F••••• I•••••••••Registered adviserregistration: current employment
Jun 15, 2024 to presentfactForm ADV
→ T• P•••••• C••••• W••••• L••Registered adviserregistration: previous registration
Jun 11, 2021 to Jun 14, 2024factForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Nov 26, 2019 to May 25, 2021factForm ADV
→ E•••••••• A•••••••• L••

Dated events

Order

Occurred
14 Jun 2024
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Sep 4, 2019
Last observed: Sep 14, 2026 10 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.