DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

F••••••• M••••••• D• B•••••

Advisor at E•• P•••••• W••••• M••••••••• ••••••••• C••••

MIAMI, FL

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Search this name across graphsid dfx:ria:27b1f910-9f10-31a0-9a21-0e7ffd72d0a4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Apr 15, 2010 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: E•• P•••••• W••••• M••••••••• ••••••••• C••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•• P•••••• W••••• M••••••••• ••••••••• C••••	Mixed wealth	Nov 19, 2019	n/a	yes	MIAMI, FL	Current employment
E•• C•••••• A••••••• I•••	Former SEC adviser	Aug 10, 2016	Feb 22, 2019	no	MIAMI, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•• C•••••• A••••••• I•••	E•• P•••••• W••••• M••••••••• ••••••••• C••••	Feb 22, 2019	Nov 19, 2019	270	Firm change	RIA to RIA
E•• C•••••• A••••••• L••	E•• C•••••• A••••••• I•••	Nov 6, 2014	Aug 10, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
112224:158905:FL:2019-02-22	Feb 22, 2019	Nov 19, 2019	MIAMI, FL	Firm change

Relationships

Registered with (3)

→ E•• P•••••• W••••• M••••••••• ••••••••• C••••Registered adviserregistration: current employment
Nov 19, 2019 to presentfactForm ADV
→ E•• C•••••• A••••••• I•••Registered adviserregistration: previous registration
Aug 10, 2016 to Feb 22, 2019factForm ADV
→ E•• C•••••• A••••••• L••Registered adviserregistration: previous registration
Apr 15, 2010 to Nov 6, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:27b1f910-9f10-31a0-9a21-0e7ffd72d0a4
First observed: Apr 15, 2010
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.