DFX Intelligence

B•••••••• D••• M••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

B•••••••• D••• M••••••

Advisor at F••••• I•••••••••

PLANO, TX | Tampa, FL

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Search this name across graphsid dfx:ria:f321a560-9500-4888-c1f0-ff978888c251

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 27, 2026 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: F••••• I•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••• I•••••••••	Independent wealth	Apr 21, 2026	n/a	yes	Tampa, FL\|PLANO, TX	Current employment
O•••••••	Independent wealth	Jan 27, 2026	Mar 23, 2026	no	TAMPA, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••••••	F••••• I•••••••••	Mar 23, 2026	Apr 21, 2026	29	Firm change	RIA to RIA

Relationships

Registered with (2)

→ F••••• I•••••••••Registered adviserregistration: current employment
Apr 21, 2026 to presentfactForm ADV
→ O•••••••Registered adviserregistration: previous registration
Jan 27, 2026 to Mar 23, 2026factForm ADV

Dated events

Occurred
Mar 23, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f321a560-9500-4888-c1f0-ff978888c251
First observed: Jan 27, 2026
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.