DFX Intelligence

C•••••• R••• H••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

C•••••• R••• H••••••

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

Melbourne, FL

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Search this name across graphsid dfx:ria:d6f56a6d-21d4-0b23-2753-e30bd916ff0b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Jan 27, 2017 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: Jul 23, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom 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	Sep 17, 2025	n/a	yes	Melbourne, FL	Current employment
T••••• A••••••• S•••••••• I•••	Bd affiliated wealth	Dec 16, 2024	Sep 22, 2025	no	COCOA BEACH, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••• A••••••• S•••••••• I•••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Sep 22, 2025	Sep 17, 2025	-5	Firm change	Ibd to ibd
W•••• F•••• A•••••••	T••••• A••••••• S•••••••• I•••	Dec 10, 2024	Dec 16, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
283390:19616:FL:2023-01-02	Jan 5, 2023	Dec 8, 2022	TITUSVILLE, FL	Firm change

Relationships

Registered with (3)

→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: current employment
Sep 17, 2025 to presentfactForm ADV
→ T••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Dec 16, 2024 to Sep 22, 2025factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Dec 8, 2022 to Dec 10, 2024factForm ADV

Dated events

Occurred
Sep 22, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Dec 10, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jan 5, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d6f56a6d-21d4-0b23-2753-e30bd916ff0b
First observed: Jan 27, 2017
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.