DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

C•••• F•••••••• P••••••

Advisor at C••• M••••• F•••••••• L••

OCOEE, FL

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Search this name across graphsid dfx:ria:cc3ac497-22dc-71cc-0dce-3bee74b71228

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Mar 15, 2016 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••• M••••• F•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••• M••••• F•••••••• L••	State registered	May 30, 2024	n/a	yes	OCOEE, FL	Current employment
T••••• A••••••• S•••••••• I•••	Bd affiliated wealth	Nov 15, 2022	Oct 10, 2023	no	ORLANDO, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••• A••••••• S•••••••• I•••	C••• M••••• F•••••••• L••	Oct 10, 2023	May 30, 2024	233	Firm change	Ibd to state RIA
A• W••••• M••••••••• L••	T••••• A••••••• S•••••••• I•••	May 6, 2022	Nov 15, 2022

Relationships

Registered with (5)

→ C••• M••••• F•••••••• L••Registered adviserregistration: current employment
May 30, 2024 to presentfactForm ADV
→ T••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Nov 15, 2022 to Oct 10, 2023factForm ADV
→ A• W••••• M••••••••• L••Registered adviserregistration: previous registration
Dec 13, 2021 to May 6, 2022factForm ADV
→ S••••• W••••• A•••••••• I•••

Dated events

Occurred
Oct 10, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
May 6, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cc3ac497-22dc-71cc-0dce-3bee74b71228
First observed: Mar 15, 2016
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.