DFX Intelligence

G•• B••• M••••••• V••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

G•• B••• M••••••• V••••

Advisor at A•••••• W••••• M••••••••• L••

West Palm Beach, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Aug 20, 2014 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: A•••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 6, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••••• W••••• M••••••••• L••	Independent wealth	Nov 2, 2023	n/a	yes	West Palm Beach, FL	Current employment
C•••••• M•••••• I•• L••	Independent wealth	Nov 15, 2017	Feb 5, 2024	no	Miami, FL\|ARLINGTON, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• M•••••• I•• L••	A•••••• W••••• M••••••••• L••	Feb 5, 2024	Nov 2, 2023	-95	Firm change after gap	RIA to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	C•••••• M•••••• I•• L••	Dec 23, 2015	Nov 15, 2017

Relationships

Registered with (3)

→ A•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Nov 2, 2023 to presentfactForm ADV
→ C•••••• M•••••• I•• L••Registered adviserregistration: previous registration
Nov 15, 2017 to Feb 5, 2024factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Aug 20, 2014 to Dec 23, 2015factForm ADV

Dated events

Order

Occurred
5 Feb 2024
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Aug 20, 2014
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.