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F••• R••••••••• S••••••••• L••

No RAUM reportedSEC-registered· Tallahassee, Florida

No RAUM reported, based in Tallahassee, Florida.

Composed from this adviser's Form ADV classification, location and filed figures.

Advisors
0
IAPD
See where advisers wentSee teams that moved
More
AdvisorsWhere the RAUM sits
As of · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

What matters now

  1. New owner
    ownership and control

    F••• B••••••• M••••••••• I•• appeared on Schedule A as an owner on 11 Jun 2026.

    A change of owner or control is when advisors reconsider where they sit and when an acquirer's retention is tested.

    FactForm ADV Schedule A and Item 4For Recruiters, acquirersOwnership →
Every filed figure, and the identifiersCRD 334707 · SEC 801-132232 · 6 filingsShow
CRD 334707SEC 801-132232First filing on the tape Mar 7, 2025, latest Jun 11, 2026SEC status approved since Mar 27, 2025IAPD
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
Not computed
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
6 filings and snapshots on the tape

Filed figures over time · the tape starts Mar 7, 2025

RAUM, HNW assets, advisors, employees and funds over time5 seriesShow
RAUM$0 as of Jun 11, 2026
Mar 7, 2025$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 11, 2026
Mar 7, 20250 then
Employees (5.A)2 as of Jun 11, 2026
Mar 7, 20252 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Jun 11, 2026; every figure names its basis
The rule behind each archetype, and every derived figureShow
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 office incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
pension consulting, selection of other advisers, educational seminars, otherreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing

No Item 5.D breakdown on this filing.

The breakdown by client type, and the client countsShow
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
5reported
Charitable clients
n/areported
Accounts
0reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
RAUM: 0% private clients, 0% pooled funds, 0% institutions; no related broker-dealer; no related bankderived
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Advisors registered through the firm
      0 on IAPD today; the longest tenured first
      No representative is registered through this CRD on IAPD.
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • F•••••• R••••••• E•••• J•• · Presidentcontrol
        since 11/2025 · owns less than 5%
      • F••••••••• D••••• A••••• · Ceo And Chief Compliance Officercontrol
        since 11/2025 · owns less than 5%
      • G••••• K••••• P• · Secretarycontrol
        since 11/2025 · owns less than 5%
      • H••••••• R•••• · Asst Corp Secretarycontrol
        since 11/2025 · owns less than 5%
      • L••••••• E•••• O• · Membercontrol
        since 01/2026 · owns less than 5%
      All 7 control persons
      • L••••••••• B•••••• · Vice Presidentcontrol
        since 11/2025 · owns less than 5%
      • N•••••• D•••••• A• · Membercontrol
        since 01/2026 · owns less than 5%
      Entity owners
      • F••• B••••••• M••••••••• I•• · Owner
        direct · owns 75% or more
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Advisory activities · 3 to 4
        Mar 30, 2026 to Jun 11, 2026
      • Advisory employees · 1 to 2
        Dec 1, 2025 to Mar 30, 2026
      • Pension plan clients · unset to 5.0
        Dec 1, 2025 to Mar 30, 2026
      • Financial planning clients · 0 to 0
        Jul 25, 2025 to Sep 30, 2025
      Signals
      1 dated events
      • ••• Locked
        Mar 7, 2025 · First SEC registration · derived
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Principal office phone
      ••• Lockedreportedpublic record, Form ADV, Jun 11, 2026
      Provenance
      Sources, class rule and load dateForm ADV and IAPD, loaded Sep 14, 2026Show
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      No RAUM reportedderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      Not computedderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026

      Not yet on record: regulatory AUM, net advisor flow, 12 months, RAUM change, 1 year, private clients.