M••••• P•••••

Advisor at I••• I••••••••• S••••••••• I•••

MIAMI, FL | Miami, FL

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:0a8be714-255d-33e0-21c7-b12f636e094c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jan 19, 2018 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: I••• I••••••••• S••••••••• I•••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Apr 6, 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: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••• I••••••••• S••••••••• I•••	Former SEC adviser	Jun 24, 2026	n/a	yes	MIAMI, FL\|MIAMI, FL\|MIAMI, FL\|Miami, FL	Current employment
B•• S••••••••• I•••	Mixed wealth	May 2, 2022	Mar 12, 2024	no	Miami, FL\|MIAMI, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•• S••••••••• I•••	I••• I••••••••• S••••••••• I•••	Mar 12, 2024	Jun 24, 2026	834	Firm change after gap	RIA to RIA
T••••• A••••••• S•••••••• I•••	B•• S••••••••• I•••	Apr 28, 2022	May 2, 2022

Relationships

Registered with (3)

→ I••• I••••••••• S••••••••• I•••Registered adviserregistration: current employment
Jun 24, 2026 to presentfactForm ADV
→ B•• S••••••••• I•••Registered adviserregistration: previous registration
May 2, 2022 to Mar 12, 2024factForm ADV
→ T••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jan 19, 2018 to Apr 28, 2022factForm ADV

Dated events

Occurred
Mar 12, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Apr 28, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0a8be714-255d-33e0-21c7-b12f636e094c
First observed: Jan 19, 2018
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.