DFX Intelligence

W•••••• N••• B•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor21 years in industry

W•••••• N••• B•••••

Advisor at C•• A•••• M••••••••• G••••

N•••••, FL

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Search this name across graphsid dfx:ria:e3490be6-2b65-5826-c81b-f32d1f9ac2cb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Nov 6, 2008 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: C•• A•••• M••••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•• A•••• M••••••••• G••••	Independent wealth	Jan 24, 2012	n/a	yes	N•••••, FL	Current employment
F•• I••••••••• S••••••••• L••	n/a	Mar 3, 2014	Aug 21, 2015	no	N•••••, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•• N•••••• L••	F•• I••••••••• S••••••••• L••	Dec 31, 2022	Mar 3, 2014	-3,225	Firm change after gap	Other
C•••••• W••••• A•••••••	C•• A•••• M••••••••• G••••	Dec 31, 2019	Jan 24, 2012

Team moves

••• Locked

Team	Left	Joined	From	Kind
166489:169556:FL:2022-12-31	Dec 31, 2022	Mar 3, 2014	N•••••, FL	Firm change after gap
141079:158940:FL:2019-12-31	Dec 31, 2019	Jan 24, 2012	N•••••, FL	Firm change after gap

Relationships

Registered with (5)

→ C•• A•••• M••••••••• G••••Registered adviserregistration: current employment
Jan 24, 2012 to presentfactForm ADV
→ C•• N•••••• L••Registered adviserregistration: previous registration
Feb 27, 2013 to Dec 31, 2022factForm ADV
→ C•••••• W••••• A•••••••Registered adviserregistration: previous registration
Mar 17, 2011 to Dec 31, 2019factForm ADV
→ F•• I••••••••• S••••••••• L••Registered adviser

Dated events

Occurred
Dec 31, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e3490be6-2b65-5826-c81b-f32d1f9ac2cb
First observed: Nov 6, 2008
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.