DFX Intelligence

A•••••• G••••• M••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

A•••••• G••••• M••••

Advisor at P•••••• I••••••••• M••••••••• I•••

••• Locked

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:08c100ae-0452-fad5-628b-7065a74cf799

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Mar 5, 2008 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: P•••••• I••••••••• M••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 18, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••• I••••••••• M••••••••• I•••	Independent wealth	Nov 19, 2025	n/a	yes	Asuncion\|HIGHLAND PARK, IL	Current employment
I•••••• S••••••••• I•••	Mixed wealth	May 15, 2023	n/a	yes	Miami, FL\|Asuncion	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••• A••••••• S•••••••• L••	I•••••• S••••••••• I•••	Jan 27, 2022	May 15, 2023	473	Firm change after gap	RIA to RIA
I•••••• S••••••••• I•••	I••••••• A••••••• S•••••••• L••	Aug 6, 2020	Sep 23, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
282589:5611:FL:2018-05-08	May 8, 2018	May 7, 2018	MIAMI, FL	Firm change
117567:282589:--:2017-07-31	Jul 31, 2017	Jul 31, 2017	Asuncion	Firm change

Relationships

Registered with (5)

→ P•••••• I••••••••• M••••••••• I•••Registered adviserregistration: current employment
Nov 19, 2025 to presentfactForm ADV
→ I•••••• S••••••••• I•••Registered adviserregistration: previous registration
May 7, 2018 to Aug 6, 2020factForm ADV
→ I••••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Sep 23, 2020 to Jan 27, 2022factForm ADV
→ N•••••••• A•••• M••••••••• L••

Dated events

Occurred
Jan 27, 2022
Advisor changed firm
A•••••• G••••• M•••• left I••••••• A••••••• S•••••••• L•• for I•••••• S••••••••• I••• (registered 2023-05-15)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:08c100ae-0452-fad5-628b-7065a74cf799
First observed: Mar 5, 2008
Last observed: Sep 15, 2026 7 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.