DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

T••••• K• S•••••

Advisor at C•••••• F•••••••• A••••••• L••

ST. PETERSBURG, FL

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Search this name across graphsid dfx:ria:c935315a-2ec3-27d9-f593-25a73bc6b72d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 23, 2019 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: C•••••• F•••••••• A••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• F•••••••• A••••••• L••	Independent wealth	Nov 8, 2022	n/a	yes	ST. PETERSBURG, FL\|ST. PETERSBURG, FL	Current employment
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Jan 23, 2019	Nov 4, 2022	no	Bradenton, FL\|St Petersburg, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• I••••••••• R••••••• A•••••••• I•••	C•••••• F•••••••• A••••••• L••	Nov 4, 2022	Nov 8, 2022	4	Firm change	Ibd to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
134139:323321:FL:2022-11-04	Nov 4, 2022	Nov 8, 2022	ST PETERSBURG, FL	Firm change

Relationships

Registered with (2)

→ C•••••• F•••••••• A••••••• L••Registered adviserregistration: current employment
Nov 8, 2022 to presentfactForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jan 23, 2019 to Nov 4, 2022factForm ADV

Dated events

Occurred
Nov 4, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c935315a-2ec3-27d9-f593-25a73bc6b72d
First observed: Jan 23, 2019
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.