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F••••• A•••••• B••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor26 years in industry

F••••• A•••••• B••••••••

Advisor at B••••• G••••• A•••• M•••••••••

Miami, FL | MIAMI, FL | B•••••, MA

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Search this name across graphsid dfx:ria:24e3a6c5-d34b-5e9c-8e83-0662adba539f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 15, 2004 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••••• G••••• A•••• M•••••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 27, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
B• A•••••••	State registered	Jan 1, 2025	n/a	yes	MIAMI, FL	Current employment
B••••• G••••• A•••• M•••••••••	Bd affiliated wealth	Jan 1, 2025	n/a	yes	B•••••, MA\|Miami, FL

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	B••••• G••••• A•••• M•••••••••	Jun 14, 2016	Jan 1, 2025	3,123	Firm change after gap	Wirehouse to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
7691:129376:FL:2016-05-31	Jun 14, 2016	Jan 1, 2025	MIAMI, FL	Firm change after gap

Relationships

Registered with (3)

→ B••••• G••••• A•••• M•••••••••Registered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ B•••••••• ADVISORSRegistered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Mar 15, 2004 to Jun 14, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:24e3a6c5-d34b-5e9c-8e83-0662adba539f
First observed: Mar 15, 2004
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.