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I•••••• d•• F•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

I•••••• d•• F•••••

Advisor at X••••• W••••• L••

MIAMI, FL

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Search this name across graphsid dfx:ria:0f13afe7-313d-c7fe-ff44-3f33017d4ab7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 1
On other graphs: 0
Observed: Jan 1, 2016 to Sep 14, 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: X••••• W••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Current registrations

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
X••••• W••••• L••	Independent wealth	May 10, 2022	n/a	yes	MIAMI, FL	Current employment

Relationships

Registered with (1)

→ X••••• W••••• L••Registered adviserregistration: current employment
May 10, 2022 to presentfactForm ADV

Dated events

Occurred
Aug 4, 2026
Advisor owns new adviser
I•••••• D•• F•••••, registered through X••••• W••••• L•• (Miami, FL), is a direct owner of Mifel Capital Partners LLC, an adviser first registered 2026-08-04; in 2023-2025, 164 of 330 such owners registered at this class of firm moved to the new adviser within a year, median 92 days after the filing
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0f13afe7-313d-c7fe-ff44-3f33017d4ab7
First observed: Jan 1, 2016
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.