DFX Intelligence

B•••• A••• S•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant13 years in industry

B•••• A••• S•••••

Advisor at F••••••••

DAYTONA BEACH, FL

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Search this name across graphsid dfx:ria:ce857e11-fbe8-01da-20e8-cac249c0def5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Oct 24, 2013 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: F••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 16, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••••	Independent wealth	Jul 22, 2020	n/a	yes	DAYTONA BEACH, FL	Current employment
C••••••••• F•••••••• N••••••	National bd RIA	Mar 22, 2019	May 5, 2020	no	Jupiter, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• F•••••••• N••••••	F••••••••	May 5, 2020	Jul 22, 2020	78	Firm change	Ibd to RIA
A••••••• W••••• P•••••••• L••	C••••••••• F•••••••• N••••••	Aug 17, 2018	Mar 22, 2019

Relationships

Registered with (7)

→ F••••••••Registered adviserregistration: current employment
Jul 22, 2020 to presentfactForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
Mar 22, 2019 to May 5, 2020factForm ADV
→ A••••••• W••••• P•••••••• L••Registered adviserregistration: previous registration
Aug 14, 2018 to Aug 17, 2018factForm ADV
→ M••••• C•••••• A•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ce857e11-fbe8-01da-20e8-cac249c0def5
First observed: Oct 24, 2013
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.