E•••• L•• S••••

Advisor at C••••••••• W••••• M••••••••• C••••

SAN JUAN, PR | 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:1b227052-874f-7fa6-ba23-88419c254698

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Dec 13, 2005 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: C••••••••• W••••• M••••••••• C••••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Apr 28, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• W••••• M••••••••• C••••	Other adviser	Mar 21, 2023	n/a	yes	Miami, FL\|SAN JUAN, PR	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	Mar 17, 2021	Mar 3, 2023	no	CORAL GABLES, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	C••••••••• W••••• M••••••••• C••••	Mar 3, 2023	Mar 21, 2023	18	Firm change	Other
W•••• F•••• A•••••••	R•••••• J•••• • A••••••••• I•••	Mar 18, 2021	Mar 17, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:705:FL:2021-03-15	Mar 18, 2021	Mar 17, 2021	MIAMI, FL	Firm change

Relationships

Registered with (6)

→ C••••••••• W••••• M••••••••• C••••Registered adviserregistration: current employment
Mar 21, 2023 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Mar 17, 2021 to Mar 3, 2023factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Oct 5, 2020 to Mar 18, 2021factForm ADV
→ B••••••• C••••••Registered adviser

Dated events

Occurred
Mar 3, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1b227052-874f-7fa6-ba23-88419c254698
First observed: Dec 13, 2005
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.