DFX Intelligence

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

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RIA / WealthAdvisor24 years in industry

A••••• S•••••• Z•••

Advisor at A•••• F•••••••• P•••••••• L••

WINTER PARK, 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, 4:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 23, 2016 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: A•••• F•••••••• P•••••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• F•••••••• P•••••••• L••	Mixed wealth	Dec 6, 2021	n/a	yes	WINTER PARK, FL	Current employment
L•••• A••••••• S••••••• I•••	Former SEC adviser	Feb 23, 2016	Jun 18, 2021	no	WINDERMERE, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•••• A••••••• S••••••• I•••	A•••• F•••••••• P•••••••• L••	Jun 18, 2021	Dec 6, 2021	171	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
111727:311990:FL:2021-06-18	Jun 18, 2021	Dec 6, 2021	WINDERMERE, FL	Firm change

Relationships

Registered with (2)

→ A•••• F•••••••• P•••••••• L••Registered adviserregistration: current employment
Dec 6, 2021 to presentfactForm ADV
→ L•••• A••••••• S••••••• I•••Registered adviserregistration: previous registration
Feb 23, 2016 to Jun 18, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 23, 2016
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.