DFX Intelligence

P•••• A•••• O•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

P•••• A•••• O•••••••••

Advisor at R•••••• J•••• F•••••••• S••••••• A•••••••• I••

Delray Beach, FL

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Search this name across graphsid dfx:ria:d3815f7f-1695-8c30-9e1a-d8872f330593

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 11, 2018 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: R•••••• J•••• F•••••••• S••••••• A•••••••• I••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Aug 26, 2026	n/a	yes	Delray Beach, FL	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Apr 29, 2021	Aug 27, 2026	no	Boca Raton, FL\|Delray Beach, FL\|BOYNTON BEACH, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Aug 27, 2026	Aug 26, 2026	-1	Firm change	Ibd to ibd
S•••••• N••••••• • C••••••• I•••••••••	A••••••••• F•••••••• S•••••••• L••	Apr 26, 2021	Apr 29, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
6363:149018:FL:2026-08-27	Aug 27, 2026	Aug 26, 2026	BOYNTON BEACH, FL	Firm change

Relationships

Registered with (4)

→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: current employment
Aug 26, 2026 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Apr 29, 2021 to Aug 27, 2026factForm ADV
→ S•••••• N••••••• • C••••••• I•••••••••Registered adviserregistration: previous registration
Jun 5, 2019 to Apr 26, 2021factForm ADV
→ C•••••• S••••• • C••• I•••

Dated events

Occurred
Aug 27, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d3815f7f-1695-8c30-9e1a-d8872f330593
First observed: Apr 11, 2018
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.