DFX Intelligence

D•••• C•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor17 years in industry

D•••• C•••••••••

Advisor at B••••• P••••• I••••••••• A•••••• L••

MIAMI, FL

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Search this name across graphsid dfx:ria:219607fa-eee2-21f0-9832-e2ac9517c343

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 29, 2009 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••••• P••••• I••••••••• A•••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: May 28, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H•••••• L••	State registered	Aug 6, 2026	n/a	yes	MIAMI, FL	Current employment
B••••• P••••• I••••••••• A•••••• L••	Mixed wealth	Jun 10, 2026	n/a	yes	MIAMI, FL	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••• G••••• A•••• M•••••••••	B••••• P••••• I••••••••• A•••••• L••	Jun 1, 2026	Jun 10, 2026	9	Firm change	Ibd to RIA
W•••• F•••• A•••••••	B••••• G••••• A•••• M•••••••••	Sep 8, 2016	Dec 21, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:129376:--:2016-09-08	Sep 8, 2016	Dec 21, 2016	Montevideo	Firm change

Relationships

Registered with (4)

→ H•••••• L••Registered adviserregistration: current employment
Aug 6, 2026 to presentfactForm ADV
→ B••••• P••••• I••••••••• A•••••• L••Registered adviserregistration: current employment
Jun 10, 2026 to presentfactForm ADV
→ B••••• G••••• A•••• M•••••••••Registered adviserregistration: previous registration
Dec 21, 2016 to Jun 1, 2026factForm ADV
→ W•••• F•••• A•••••••

Dated events

Occurred
Jun 1, 2026
A•••••• firm change
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:219607fa-eee2-21f0-9832-e2ac9517c343
First observed: May 29, 2009
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.