DFX Intelligence

B•••••• R• L•••••: 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 / WealthAdvisorCertified Financial Planner13 years in industry

B•••••• R• L•••••

Advisor at C••••• P•••••• W•••••

ORLANDO, 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:f301c5de-09a1-4c4a-f85e-49ccf0534e6b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jun 13, 2013 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••••• P•••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 23, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom 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
C••••• P•••••• W•••••	Independent wealth	Oct 8, 2025	n/a	yes	ORLANDO, FL	Current employment
P••••••••	Independent wealth	Jun 20, 2022	Sep 20, 2022	no	ENGLEWOOD, NJ\|WINTER PARK, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••••	C••••• P•••••• W•••••	Sep 20, 2022	Oct 8, 2025	1,114	Firm change after gap	RIA to RIA
E•••• V•••• W••••••• A•••••••	P••••••••	May 24, 2022	Jun 20, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
132047:151736:FL:2022-05-17	May 24, 2022	Jun 20, 2022	WINTER PARK, FL	Firm change
140486:132047:FL:2020-12-11	Dec 11, 2020	Dec 11, 2020	WINTER PARK, FL	Firm change

Relationships

Registered with (4)

→ C••••• P•••••• W•••••Registered adviserregistration: current employment
Oct 8, 2025 to presentfactForm ADV
→ P••••••••Registered adviserregistration: previous registration
Jun 20, 2022 to Sep 20, 2022factForm ADV
→ E•••• V•••• W••••••• A•••••••Registered adviserregistration: previous registration
Dec 11, 2020 to May 24, 2022factForm ADV
→ W•••• O•• A•••••••• L••

Dated events

Occurred
Sep 20, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
May 24, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f301c5de-09a1-4c4a-f85e-49ccf0534e6b
First observed: Jun 13, 2013
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.