A••• M• M•••••

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 graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 15, 2008 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: Feb 3, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• W••••• M••••••••• C••••	Other adviser	Aug 24, 2023	n/a	yes	SAN JUAN, PR\|Miami, FL	Current employment
C•••••••• G••••• M•••••• I•••	Bd affiliated wealth	Aug 5, 2016	Aug 10, 2023	no	NEW YORK, NY\|New York, NY\|New York, NY\|NEW YORK, NY\|NEW YORK, NY\|New York, NY\|New York, NY\|New York, NY\|New York, NY\|Stamford, CT\|New York, NY\|New York, NY\|New York, NY\|NEW YORK, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• G••••• M•••••• I•••	C••••••••• W••••• M••••••••• C••••	Aug 10, 2023	Aug 24, 2023	14	Firm change	Other
O••••••••• • C•• I•••	C•••••••• G••••• M•••••• I•••	Aug 8, 2016	Aug 5, 2016

Relationships

Registered with (3)

→ C••••••••• W••••• M••••••••• C••••Registered adviserregistration: current employment
Aug 24, 2023 to presentfactForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Aug 5, 2016 to Aug 10, 2023factForm ADV
→ O••••••••• • C•• I•••Registered adviserregistration: previous registration
Feb 15, 2008 to Aug 8, 2016factForm ADV

Dated events

Order

Occurred
10 Aug 2023
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 15, 2008
Last observed: Sep 14, 2026 9 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.