D••••• W•••••

Advisor at A•••• P•••••••• L••

ROCKVILLE, MD | Riverview, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f0226439-5fb4-c35d-7a30-11b983f3553c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Jun 30, 2017 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: A•••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• P•••••••• L••	Independent wealth	Jan 6, 2025	n/a	yes	Riverview, FL\|ROCKVILLE, MD	Current employment
M••••• S••••••	Wirehouse	Jun 23, 2022	Feb 9, 2023	no	St. Petersburg, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	A•••• P•••••••• L••	Feb 9, 2023	Jan 6, 2025	697	Firm change after gap	Wirehouse to RIA
R•••••• J•••• • A••••••••• I•••	M••••• S••••••	May 31, 2022	Jun 23, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
149777:5475:FL:2019-05-21	May 30, 2019	Jul 29, 2019	TAMPA, FL	Firm change

Relationships

Registered with (5)

→ A•••• P•••••••• L••Registered adviserregistration: current employment
Jan 6, 2025 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jun 23, 2022 to Feb 9, 2023factForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Jul 16, 2020 to May 31, 2022factForm ADV
→ C•••••• S••••• • C••• I•••

Dated events

Occurred
Feb 9, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
May 31, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f0226439-5fb4-c35d-7a30-11b983f3553c
First observed: Jun 30, 2017
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.