DFX Intelligence

M•••••• J••••• S••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor17 years in industry

M•••••• J••••• S••••

Advisor at C• A••••••• L••

AVENTURA, FL

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Search this name across graphsid dfx:ria:27f7fa2c-d530-b2bc-c6c4-f7fbae852375

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 1, 2009 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

M•••••• J••••• S••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: C• A••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Current registrations: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C• A••••••• L••	Independent wealth	Jul 1, 2021	n/a	yes	AVENTURA, FL	Current employment

Relationships

Registered with (1)

→ C• A••••••• L••Registered adviserregistration: current employment
Jul 1, 2021 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:27f7fa2c-d530-b2bc-c6c4-f7fbae852375
First observed: Mar 1, 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.