DFX Intelligence

F•••• D••• F••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

F•••• D••• F••••••••

F•••• D••• F••••••••, INC., CRD 313133

OVIEDO, FL

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Search this name across graphsid dfx:ria:e39d32a9-fa70-8b47-292e-906131e1565a

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 30, 2026 to Apr 30, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $57.0M••• Locked
Discretionary RAUM: $57.0M
Private client RAUM: $57.0Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 10
Advisory employees: 2

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
S•••••• J••• V•••••••	n/a	Oviedo, FL \| OVIEDO, FL	1	33	6	no

Relationships

Registered with (2)

← S•••••• J••• V•••••••Advisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← FREDERICK CHARLES WHITFORDAdvisorregistration: previous registration
Aug 3, 2023 to Oct 25, 2023factForm ADV

Dated events

Occurred
Oct 25, 2023
Advisor changed firm
Frederick Charles Whitford left F•••• D••• F•••••••• for Advisor Share Wealth Management, Llc (registered 2023-11-07)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e39d32a9-fa70-8b47-292e-906131e1565a
First observed: Apr 30, 2026
Last observed: Apr 30, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds 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.