DFX Intelligence

C••••• S•••••• K••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor11 years in industry

C••••• S•••••• K••••••

Advisor at S•••••• I••••••••• M••••••• L••

CORAL GABLES, FL | Mexico City

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Search this name across graphsid dfx:ria:12da8454-c6df-7871-7358-dae7b7b3f501

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 30, 2021 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: S•••••• I••••••••• M••••••• L••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••••• I••••••••• M••••••• L••	Asset manager	Sep 18, 2025	n/a	yes	CORAL GABLES, FL\|Mexico City	Current employment
V••••••••• I••• I•••	Former SEC adviser	Mar 30, 2021	Aug 12, 2025	no	MIAMI, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••••••••• I••• I•••	S•••••• I••••••••• M••••••• L••	Aug 12, 2025	Sep 18, 2025	37	Firm change	Other

Relationships

Registered with (2)

→ S•••••• I••••••••• M••••••• L••Registered adviserregistration: current employment
Sep 18, 2025 to presentfactForm ADV
→ V••••••••• I••• I•••Registered adviserregistration: previous registration
Mar 30, 2021 to Aug 12, 2025factForm ADV

Dated events

Occurred
Aug 12, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:12da8454-c6df-7871-7358-dae7b7b3f501
First observed: Mar 30, 2021
Last observed: Sep 14, 2026 9 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.