DFX Intelligence

L•••• M•••••• L••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner28 years in industry

L•••• M•••••• L••••••

Advisor at L•••••• F•••••••• P••••••• L••

SATELLITE BEACH, FL

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Search this name across graphsid dfx:ria:d76467a2-b2c1-1f51-934b-f07c7aa4c425

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 13, 2000 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: L•••••• F•••••••• P••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Nov 25, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom 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
L•••••• F•••••••• P••••••• L••	State registered	Jun 4, 2026	n/a	yes	SATELLITE BEACH, FL	Current employment
L•••••• F•••••••• P••••••• L••	State registered	Jul 29, 2020	Dec 31, 2025	no	Melbourne, FL\|Satellite Beach, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• F••••••••• T•••••• L••	L•••••• F•••••••• P••••••• L••	Feb 6, 2020	Jul 29, 2020	174	Firm change	RIA to state RIA
F•••••••• • I••••••••• S•••••••• P•••	M•••••• F••••••••• T•••••• L••	Dec 31, 2010	Oct 21, 2010

Relationships

Registered with (3)

→ L•••••• F•••••••• P••••••• L••Registered adviserregistration: previous registration
Jul 29, 2020 to Dec 31, 2025factForm ADV
→ M•••••• F••••••••• T•••••• L••Registered adviserregistration: previous registration
Oct 21, 2010 to Feb 6, 2020factForm ADV
→ F•••••••• • I••••••••• S•••••••• P•••Registered adviserregistration: previous registration
Mar 13, 2000 to Dec 31, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d76467a2-b2c1-1f51-934b-f07c7aa4c425
First observed: Mar 13, 2000
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.