DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner26 years in industry

C••••••••• H••••• T•••••••

Advisor at C•••••••• A••••••• C•••

ALTAMONTE SPRINGS, FL

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Search this name across graphsid dfx:ria:f042ca1a-a2dc-f1b8-5716-891bd0203c01

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 3, 2000 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••••••• C•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 3, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• A••••••• C•••	Independent wealth	Jun 4, 2019	n/a	yes	ALTAMONTE SPRINGS, FL	Current employment
S••••••••• F•••••••• P••••••• G••••• L••	Independent wealth	May 23, 2018	Jun 3, 2019	no	ORLANDO, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••••• F•••••••• P••••••• G••••• L••	C•••••••• A••••••• C•••	Jun 3, 2019	Jun 4, 2019	1	Firm change	RIA to RIA
E•••••• F•••••••• S•••••••• L••	S••••••••• F•••••••• P••••••• G••••• L••	Jun 5, 2018	May 23, 2018

Relationships

Registered with (6)

→ C•••••••• A••••••• C•••Registered adviserregistration: current employment
Jun 4, 2019 to presentfactForm ADV
→ S••••••••• F•••••••• P••••••• G••••• L••Registered adviserregistration: previous registration
May 23, 2018 to Jun 3, 2019factForm ADV
→ E•••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Aug 7, 2014 to Jun 5, 2018factForm ADV
→ C••••••••• F•••••••• N••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f042ca1a-a2dc-f1b8-5716-891bd0203c01
First observed: Jan 3, 2000
Last observed: Sep 14, 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.