J••••••• S••••

Advisor at A•••••• I••••••••• I•••

CORAL GABLES, FL | 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:236c961e-3489-2063-0cc7-b242d544e1c9

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

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 1, 2011 to Sep 15, 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: A•••••• I••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••••• I••••••••• I•••	Independent wealth	Apr 29, 2024	n/a	yes	CORAL GABLES, FL\|CORAL GABLES, FL\|Miami, FL	Current employment
I••••••• A••••••• S•••••••• L••	Mixed wealth	Mar 12, 2020	Apr 22, 2024	no	MIAMI, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••• A••••••• S•••••••• L••	A•••••• I••••••••• I•••	Apr 22, 2024	Apr 29, 2024	7	Firm change	Ibd to RIA
A•••••• I••••••••• I•••	I••••••• A••••••• S•••••••• L••	Mar 17, 2020	Mar 12, 2020

Relationships

Registered with (2)

→ A•••••• I••••••••• I•••Registered adviserregistration: previous registration
Feb 1, 2011 to Mar 17, 2020factForm ADV
→ I••••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 12, 2020 to Apr 22, 2024factForm ADV

Dated events

Occurred
Apr 22, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:236c961e-3489-2063-0cc7-b242d544e1c9
First observed: Feb 1, 2011
Last observed: Sep 15, 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.