DFX Intelligence

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

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RIA / WealthAdvisor22 years in industry

P•••• E••• W••••

Advisor at R•••• 2• P•••••• W••••• I•••

FORT LAUDERDALE, FL

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Search this name across graphsid dfx:ria:f44c52c9-04c7-90b1-ab40-108f84bf359d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 3
On other graphs: 1
Observed: Oct 26, 2004 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

P•••• E••• W••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: R•••• 2• P•••••• W••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 29, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 9

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••• 2• P•••••• W••••• I•••	Independent wealth	Sep 9, 2024	n/a	yes	FORT LAUDERDALE, FL	Current employment
R•••• 2• P•••••• W••••• I•••	Independent wealth	Sep 9, 2024	Dec 31, 2025	no	FORT LAUDERDALE, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••• W••••• M••••••••• L••	R•••• 2• P•••••• W••••• I•••	Dec 2, 2024	Sep 9, 2024	-84	Firm change after gap	RIA to new firm
W•••• F•••••••• G•••• L••	A•••••• W••••• M••••••••• L••	Aug 30, 2024	Mar 5, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
164081:332581:CA:2024-12-02	Dec 2, 2024	Sep 9, 2024	CARLSBAD, CA	Firm change after gap
325132:164081:FL:2024-08-30	Aug 30, 2024	Mar 5, 2024	FT LAUDERDALE, FL	Firm change after gap

Relationships

Registered with (8)

→ R•••• 2• P•••••• W••••• I•••Registered adviserregistration: previous registration
Sep 9, 2024 to Dec 31, 2025factForm ADV
→ A•••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Mar 5, 2024 to Dec 2, 2024factForm ADV
→ W•••• F•••••••• G•••• L••Registered adviserregistration: previous registration
Sep 12, 2023 to Aug 30, 2024factForm ADV
→ F•••••••• A••••••• G•••• L•••••

Dated events

Occurred
Dec 2, 2024
Advisor changed firm
P•••• E••• W•••• left A•••••• W••••• M••••••••• L•• for R•••• 2• P•••••• W••••• I••• (registered 2024-09-09)
Form ADVobserved 7 days ago
Occurred
Aug 30, 2024
Advisor changed firm
P•••• E••• W•••• left W•••• F•••••••• G•••• L•• for A•••••• W••••• M••••••••• L•• (registered 2024-03-05)
Form ADVobserved 7 days ago
Occurred
Apr 3, 2024
Advisor changed firm
P•••• E••• W•••• left F•••••••• A••••••• G•••• L••••• for W•••• F•••••••• G•••• L•• (registered 2023-09-12)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f44c52c9-04c7-90b1-ab40-108f84bf359d
First observed: Oct 26, 2004
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.