DFX Intelligence

E••• K••• B•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner22 years in industry

E••• K••• B•••••••

Advisor at I••••••••• W••••• C••••••• L••

NAPLES, FL

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Search this name across graphsid dfx:ria:cd567235-0506-2d78-1c11-6ccba88d0776

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 15, 2005 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: I••••••••• W••••• C••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 13, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••••• W••••• C••••••• L••	Independent wealth	Apr 26, 2019	n/a	yes	NAPLES, FL	Current employment
D•••••• F•••••••• D••••••	Independent wealth	Aug 1, 2014	Apr 26, 2019	no	COLUMBIA, SC\|FAIRFAX, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D•••••• F•••••••• D••••••	I••••••••• W••••• C••••••• L••	Apr 26, 2019	Apr 26, 2019	0	Firm change	RIA to RIA
F•••• C•••••• F•••••••• P•••••••• I•••	D•••••• F•••••••• D••••••	Aug 4, 2014	Aug 1, 2014

Relationships

Registered with (4)

→ I••••••••• W••••• C••••••• L••Registered adviserregistration: current employment
Apr 26, 2019 to presentfactForm ADV
→ D•••••• F•••••••• D••••••Registered adviserregistration: previous registration
Aug 1, 2014 to Apr 26, 2019factForm ADV
→ F•••• C•••••• F•••••••• P•••••••• I•••Registered adviserregistration: previous registration
Sep 2, 2005 to Aug 4, 2014factForm ADV
→ F•••• C•••••• B•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cd567235-0506-2d78-1c11-6ccba88d0776
First observed: Mar 15, 2005
Last observed: Sep 14, 2026 8 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.