D••••• D••••

Advisor at B•• S••••••••• I•••

MIAMI, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1a9242df-c80c-f674-6498-eb4802e1440c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 12, 2010 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 12, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•• S••••••••• I•••	Mixed wealth	Jun 11, 2025	n/a	yes	MIAMI, FL	Current employment
M••••• S••••••	Wirehouse	Oct 24, 2011	Feb 18, 2022	no	Miami, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	B•• S••••••••• I•••	Feb 18, 2022	Jun 11, 2025	1,209	Firm change after gap	Wirehouse to RIA
U•• F•••••••• S••••••• I•••	M••••• S••••••	Sep 27, 2011	Oct 24, 2011

Relationships

Registered with (3)

→ B•• S••••••••• I•••Registered adviserregistration: current employment
Jun 11, 2025 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Oct 24, 2011 to Feb 18, 2022factForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Mar 12, 2010 to Sep 27, 2011factForm ADV

Dated events

Occurred
Feb 18, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1a9242df-c80c-f674-6498-eb4802e1440c
First observed: Mar 12, 2010
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.