DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor30 years in industry

A••••• L••••••• Z•••••••

Advisor at I••••••• T•• • F•••••••• P•••••••

HUNTSVILLE, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 1:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Apr 22, 2003 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••••••• T•• • F•••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 27, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••• T•• • F•••••••• P•••••••	Independent wealth	Nov 4, 2024	n/a	yes	HUNTSVILLE, AL	Current employment
O•••• W•••••• I•••	Bd affiliated wealth	Oct 11, 2024	Nov 11, 2024	no	SCOTTSDALE, AZ\|Huntsville, AL\|Seminole, FL\|Palm Beach Gardens, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• W•••••• I•••	I••••••• T•• • F•••••••• P•••••••	Nov 11, 2024	Nov 4, 2024	-7	Firm change	Ibd to RIA
A••••••• P••••••••• A•••••••• I••	O•••• W•••••• I•••	Oct 11, 2024	Oct 11, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
15708:112697:FL:2018-10-19	Oct 19, 2018	Oct 2, 2018	LARGO, FL	Firm change

Relationships

Registered with (5)

→ I••••••• T•• • F•••••••• P•••••••Registered adviserregistration: current employment
Nov 4, 2024 to presentfactForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
Oct 11, 2024 to Nov 11, 2024factForm ADV
→ A••••••• P••••••••• A•••••••• I••Registered adviserregistration: previous registration
Oct 2, 2018 to Oct 11, 2024factForm ADV
→ C•••••••• F•••••••• G•••• A•••••••

Dated events

Order

Occurred
11 Nov 2024
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 22, 2003
Last observed: Sep 14, 2026 10 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.