DFX Intelligence

A•••••• N••••• B•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor11 years in industry

A•••••• N••••• B•••••••••

Advisor at I••••••••• R••••••• P•••••••

Miami, FL | LEMONT, PA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 1, 2015 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: I••••••••• R••••••• P•••••••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• I••••••••• P•••••••• L••	Independent wealth	Aug 8, 2022	n/a	yes	Miami, FL\|LEMONT, PA	Current employment
I••••••••• R••••••• P•••••••	Asset manager	May 23, 2022	n/a	yes	Miami, FL\|LEMONT, PA	Current employment

Relationships

Registered with (2)

→ A•••• I••••••••• P•••••••• L••Registered adviserregistration: current employment
Aug 8, 2022 to presentfactForm ADV
→ I••••••••• R••••••• P•••••••Registered adviserregistration: current employment
May 23, 2022 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 1, 2015
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.