DFX Intelligence

W•••••• T• S••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor15 years in industry

W•••••• T• S••••

Advisor at W••••• W••••• M••••••••• C••••••• A• L•••••• L•••••••• C••••••

TAMPA, FL

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Search this name across graphsid dfx:ria:bd508392-40bc-7d35-3a15-60b968159c7d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: May 27, 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: ••• Locked
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••• W••••• M••••••••• C••••••• A• L•••••• L•••••••• C••••••	Independent wealth	Aug 20, 2026	n/a	yes	TAMPA, FL	Current employment
M••••• S••••••	Wirehouse	Mar 27, 2024	Apr 16, 2025	no	Tampa, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	W••••• W••••• M••••••••• C••••••• A• L•••••• L•••••••• C••••••	Apr 16, 2025	Aug 20, 2026	491	Firm change after gap	Wirehouse to RIA
F••••• I•••••••••	M••••• S••••••	Dec 8, 2023	Mar 27, 2024

Relationships

Registered with (3)

→ W••••• W••••• M••••••••• C••••••• A• L•••••• L•••••••• C••••••Registered adviserregistration: current employment
Aug 20, 2026 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Mar 27, 2024 to Apr 16, 2025factForm ADV
→ F••••• I•••••••••Registered adviserregistration: previous registration
May 27, 2021 to Dec 8, 2023factForm ADV

Dated events

Occurred
Apr 16, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Dec 8, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bd508392-40bc-7d35-3a15-60b968159c7d
First observed: May 27, 2021
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.