DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor32 years in industry

W••••• W•••• W••••••

Advisor at T•• F•••••••• A•••••••

JACKSONVILLE, FL | GREENVILLE, SC

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:f2218418-6e6d-6c58-459f-2766ab7ae59e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 18, 2011 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: T•• F•••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 6, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• F•••••••• A•••••••	Independent wealth	Jul 6, 2026	n/a	yes	JACKSONVILLE, FL\|GREENVILLE, SC	Current employment
E•••••••• M••• A•••• M••••••••• L••	Independent wealth	Feb 18, 2023	Apr 30, 2024	no	DANVILLE, CA\|Winter Garden, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••• M••• A•••• M••••••••• L••	T•• F•••••••• A•••••••	Apr 30, 2024	Jul 6, 2026	797	Firm change after gap	RIA to RIA
S•••••••• F••••••••• I•••	E•••••••• M••• A•••• M••••••••• L••	Jan 13, 2016	Feb 18, 2023

Relationships

Registered with (4)

→ T•• F•••••••• A•••••••Registered adviserregistration: current employment
Jul 6, 2026 to presentfactForm ADV
→ E•••••••• M••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Feb 18, 2023 to Apr 30, 2024factForm ADV
→ S•••••••• F••••••••• I•••Registered adviserregistration: previous registration
Aug 8, 2014 to Jan 13, 2016factForm ADV
→ M•• F•••••••• S•••••••• I•••

Dated events

Occurred
Apr 30, 2024
Advisor changed firm
W••••• W•••• W•••••• left E•••••••• M••• A•••• M••••••••• L•• for T•• F•••••••• A••••••• (registered 2026-07-06)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f2218418-6e6d-6c58-459f-2766ab7ae59e
First observed: Oct 18, 2011
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.