DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

T•••••• E••••••

W•••• F•••• A•••••••wirehouseTampa, Fldual registrantIAPD 5051323

Feed of 09/14/2026

Also filed as Taccara L Champion

At current firm

0 y

since Dec 2, 2025

In the industry

20 y

since Oct 1, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

W•••• F•••• A••••••• wirehouse current
since Dec 2, 2025 · Tampa, Fl
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Nov 9, 2022 to Dec 5, 2025 · Tampa, Fl
M••••• S•••••• wirehouse
Jun 24, 2021 to Oct 13, 2022 · Tampa, Fl
C••• F•••••••• S•••••••• L••• former
Nov 26, 2019 to Mar 19, 2021 · Jacksonville, Fl
A••••••• F•••••••• A•••••••• L•• BD affiliated
Mar 15, 2019 to Nov 22, 2019 · Jacksonville, Fl
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Feb 12, 2008 to Jul 18, 2017 · Jacksonville, Fl

Moves

a registration end followed by a registration begin elsewhere

M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to W•••• F•••• A•••••••
left Dec 5, 2025, registered Dec 2, 2025 (-3 days) · Wirehouse to wirehouse
M••••• S•••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Oct 13, 2022, registered Nov 9, 2022 (27 days) · Wirehouse to wirehouse
C••• F•••••••• S•••••••• L••• to M••••• S••••••
left Mar 19, 2021, registered Jun 24, 2021 (97 days) · Affiliated broker-dealer or bank to wirehouse
A••••••• F•••••••• A•••••••• L•• to C••• F•••••••• S•••••••• L•••
left Nov 22, 2019, registered Nov 26, 2019 (4 days) · Affiliated broker-dealer or bank to another
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to A••••••• F•••••••• A•••••••• L••
left Jul 18, 2017, registered Mar 15, 2019 (605 days) · Wirehouse to affiliated broker-dealer or bank

Signals

T•••••• E•••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for W•••• F•••• A••••••• (registered 2025-12-02)
Dec 5, 2025 · Advisor changed firm · fact
T•••••• E•••••• left M••••• S•••••• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2022-11-09)
Oct 13, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wirehousederived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address