DFX Intelligence

C•••• P•••• S•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor22 years in industry

C•••• P•••• S•••••••

Advisor at A••••• F•••••••• A•••••••• I•••

ORLANDO, FL

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Search this name across graphsid dfx:ria:c7b1a015-1f47-8c7c-0ef2-f33d6e166937

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 29, 2022 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•••••••• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• F•••••••• A•••••••• I•••	Independent wealth	Mar 12, 2026	n/a	yes	ORLANDO, FL	Current employment
R•••• F••• M••••••••• L••	Independent wealth	Jun 29, 2022	Mar 4, 2026	no	The Villages, FL\|LADY LAKE, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••• F••• M••••••••• L••	A••••• F•••••••• A•••••••• I•••	Mar 4, 2026	Mar 12, 2026	8	Firm change	RIA to RIA

Relationships

Registered with (2)

→ A••••• F•••••••• A•••••••• I•••Registered adviserregistration: current employment
Mar 12, 2026 to presentfactForm ADV
→ R•••• F••• M••••••••• L••Registered adviserregistration: previous registration
Jun 29, 2022 to Mar 4, 2026factForm ADV

Dated events

Occurred
Mar 4, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c7b1a015-1f47-8c7c-0ef2-f33d6e166937
First observed: Jun 29, 2022
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.