DFX Intelligence

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

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RIA / WealthAdvisor18 years in industry

A•••••••• J••••• B•••••••••

Advisor at P•••••••••

TAMPA, FL

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Search this name across graphsid dfx:ria:bae3a7cd-d920-aa21-7b1d-382117a823d8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Mar 12, 2012 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: P•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 1, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom 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
P•••••••••	State registered	Feb 20, 2026	n/a	yes	TAMPA, FL	Current employment
A••••••• W••••• M••••••••• L••	Independent wealth	Sep 25, 2023	Dec 31, 2025	no	WESLEY CHAPEL, FL\|Wesley Chapel, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• W••••• M••••••••• L••	P•••••••••	Dec 31, 2025	Feb 20, 2026	51	Firm change	RIA to state RIA
B••••••••• W••••• M•••••••••	A••••••• W••••• M••••••••• L••	Dec 31, 2022	Sep 25, 2023

Relationships

Registered with (3)

→ P•••••••••Registered adviserregistration: current employment
Feb 20, 2026 to presentfactForm ADV
→ A••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Sep 25, 2023 to Dec 31, 2025factForm ADV
→ B••••••••• W••••• M•••••••••Registered adviserregistration: previous registration
Mar 12, 2012 to Dec 31, 2022factForm ADV

Dated events

Occurred
Dec 31, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Dec 31, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bae3a7cd-d920-aa21-7b1d-382117a823d8
First observed: Mar 12, 2012
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.