DFX Intelligence

M••••• F•••••••• G•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

M••••• F•••••••• G•••••••

Advisor at L••••••••• W••••• M••••••••• L••

Caracas | MIAMI, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Nov 29, 2018 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: L••••••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L••••••••• W••••• M••••••••• L••	Independent wealth	Sep 27, 2018	n/a	yes	Caracas\|MIAMI, FL	Current employment
P•••••••• R•••••••• A•••••• G••••• I•••	Independent wealth	Nov 29, 2018	Jul 22, 2020	no	MIAMI, FL\|CORAL GABLES, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••••• R•••••••• A•••••• G••••• I•••	n/a	Jul 22, 2020	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ L••••••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Sep 27, 2018 to presentfactForm ADV
→ P•••••••• R•••••••• A•••••• G••••• I•••Registered adviserregistration: previous registration
Nov 29, 2018 to Jul 22, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Nov 29, 2018
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.