DFX Intelligence

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

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RIA / WealthAdvisor45 years in industry

C•••••• C••••• C••••••••

Advisor at E•••• I•••

LUTZ, FL | Lutz, FL

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Search this name across graphsid dfx:ria:df70d3d6-821e-d42b-ceb4-cddf400377a9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 22, 2001 to Sep 15, 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: E•••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 22, 1981earliest registration or exam on IAPD
Years in industry: 45derivedfrom the industry start date
Years at current firm: 33derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••••• I••••••••• A••••••• G••••• I•••	State registered	Jun 30, 2004	n/a	yes	LUTZ, FL	Current employment
E•••• I•••	Independent wealth	Mar 22, 1993	n/a	yes	Lutz, FL	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••••••• 1•• A••••••• L••	F••••••••• I••••••••• A••••••• G••••• I•••	Sep 29, 2004	Jun 30, 2004	-91	Firm change after gap	Other

Relationships

Registered with (3)

→ F••••••••• I••••••••• A••••••• G••••• I•••Registered adviserregistration: current employment
Jun 30, 2004 to presentfactForm ADV
→ E•••• I•••Registered adviserregistration: current employment
Mar 22, 1993 to presentfactForm ADV
→ F••••••••• 1•• A••••••• L••Registered adviserregistration: previous registration
Oct 22, 2001 to Sep 29, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:df70d3d6-821e-d42b-ceb4-cddf400377a9
First observed: Oct 22, 2001
Last observed: Sep 15, 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.