DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

A•••• M•••••• P•••••

Advisor at T••••••• F••••• W•••••

Naples, FL | ESTERO, FL

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Search this name across graphsid dfx:ria:df720ad9-8aea-cc0d-7135-b300c6363bae

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Aug 28, 2013 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: T••••••• F••••• W•••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 26, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••••• F••••• W•••••	State registered	Jan 1, 2025	n/a	yes	Naples, FL\|ESTERO, FL	Current employment
M••••• T•••• A••••••• G••••	Independent wealth	Oct 14, 2020	Oct 1, 2024	no	ESTERO, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• T•••• A••••••• G••••	T••••••• F••••• W•••••	Oct 1, 2024	Jan 1, 2025	92	Firm change	RIA to state RIA
U•• F•••••••• S••••••• I•••	M••••• T•••• A••••••• G••••	Oct 20, 2020	Oct 14, 2020

Relationships

Registered with (7)

→ T••••••• F••••• W•••••Registered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ M••••• T•••• A••••••• G••••Registered adviserregistration: previous registration
Oct 14, 2020 to Oct 1, 2024factForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Mar 5, 2018 to Oct 20, 2020factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Oct 1, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:df720ad9-8aea-cc0d-7135-b300c6363bae
First observed: Aug 28, 2013
Last observed: Sep 15, 2026 7 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.