DFX Intelligence

G•••••• R•••••••• d•• v••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)15 years in industry

G•••••• R•••••••• d•• v••••

Advisor at B•• S••••••••• I•••

Miami, FL

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Search this name across graphsid dfx:ria:18b0e4ab-ab7a-2a10-16b9-483e457fe387

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 14, 2022 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: B•• S••••••••• I•••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•• S••••••••• I•••	Mixed wealth	Feb 9, 2024	n/a	yes	Miami, FL	Current employment
J••• M••••• S••••••••• L••	Wirehouse	Jan 14, 2022	Jan 31, 2023	no	New York, NY\|Miami, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• S••••••••• L••	B•• S••••••••• I•••	Jan 31, 2023	Feb 9, 2024	374	Firm change	Wirehouse to RIA

Relationships

Registered with (2)

→ B•• S••••••••• I•••Registered adviserregistration: current employment
Feb 9, 2024 to presentfactForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Jan 14, 2022 to Jan 31, 2023factForm ADV

Dated events

Occurred
Jan 31, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:18b0e4ab-ab7a-2a10-16b9-483e457fe387
First observed: Jan 14, 2022
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.