DFX Intelligence

R••••• T••••• H••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

R••••• T••••• H••••

Advisor at E••••••••• W••••• A•••••••• L••

Jacksonville, FL

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Search this name across graphsid dfx:ria:c3a6d198-5a23-9c10-2306-011ab133b2d0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 18, 2017 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: E••••••••• W••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••••••••• W••••• A•••••••• L••	Independent wealth	Jan 1, 2025	n/a	yes	Jacksonville, FL	Current employment
S••••••• F•••••••• S•••••••• I•••	Former SEC adviser	Jan 18, 2017	Jun 7, 2023	no	Jacksonville, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••• F•••••••• S•••••••• I•••	E••••••••• W••••• A•••••••• L••	Jun 7, 2023	Jan 1, 2025	574	Firm change after gap	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
15296:286340:FL:2023-06-06	Jun 7, 2023	Jan 1, 2025	JACKSONVILLE, FL	Firm change after gap

Relationships

Registered with (2)

→ E••••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ S••••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jan 18, 2017 to Jun 7, 2023factForm ADV

Dated events

Occurred
Jun 7, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c3a6d198-5a23-9c10-2306-011ab133b2d0
First observed: Jan 18, 2017
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.