DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

M•••••• C•••••• A•••• L•••••••

Advisor at I••••••• A••••••• S•••••••• L••

MIAMI, FL | CORAL GABLES, FL

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Search this name across graphsid dfx:ria:103e10a5-4105-6e62-1f10-a03525485d40

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 1
Observed: Dec 1, 2004 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

M•••••• C•••••• A•••• L•••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: I••••••• A••••••• S•••••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Nov 29, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••• A••••••• S•••••••• L••	Mixed wealth	Aug 19, 2019	n/a	yes	MIAMI, FL\|CORAL GABLES, FL\|MIAMI, FL	Current employment
C•••••••• G••••• M•••••• I•••	Bd affiliated wealth	Jan 18, 2011	Jul 29, 2019	no	MIAMI, FL\|MIAMI, FL\|Miami, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• G••••• M•••••• I•••	I••••••• A••••••• S•••••••• L••	Jul 29, 2019	Aug 19, 2019	21	Firm change	Ibd to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	C•••••••• G••••• M•••••• I•••	Dec 20, 2010	Jan 18, 2011

Relationships

Registered with (4)

→ I••••••• A••••••• S•••••••• L••Registered adviserregistration: current employment
Aug 19, 2019 to presentfactForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Jan 18, 2011 to Jul 29, 2019factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jan 4, 2006 to Dec 20, 2010factForm ADV
→ A••••••••• F•••••••• S•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:103e10a5-4105-6e62-1f10-a03525485d40
First observed: Dec 1, 2004
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.