DFX Intelligence

D••••• B•••• S••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

D••••• B•••• S••••••

Advisor at L•• F•••••••• L••

ORLANDO, FL

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Search this name across graphsid dfx:ria:c367b31d-f794-cd65-d109-9f0dba121614

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 0
Dated events: 1
On other graphs: 0
Observed: Jan 4, 2017 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: L•• F•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jul 9, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Sep 14, 2026	n/a	yes	ORLANDO, FL	Current employment
S•••••• S••••••••• I•••	Bd affiliated wealth	Jun 18, 2019	Aug 11, 2026	no	Orlando F, FL\|COLUMBUS, GA\|STUART, FL\|ORLANDO, FL\|PORT CHARLOTTE, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••• S••••••••• I•••	L•• F•••••••• L••	Aug 11, 2026	Sep 14, 2026	34	Firm change	Ibd to ibd
C••••• I••••••••• A••••••• L••	S•••••• S••••••••• I•••	Jun 11, 2019	Jun 18, 2019

Relationships

No published relationship touches this entity yet.

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

Occurred
Sep 14, 2026
••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c367b31d-f794-cd65-d109-9f0dba121614
First observed: Jan 4, 2017
Last observed: Sep 15, 2026 7 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.