DFX Intelligence

E•••••• O•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

E•••••• O•••••••••

Advisor at B•• S••••••••• I•••

Miami, FL

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Search this name across graphsid dfx:ria:291c5f82-f32c-d9fd-17bf-b3f6e5cc815d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 14, 2017 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•• S••••••••• I•••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•• S••••••••• I•••	Mixed wealth	Apr 30, 2025	n/a	yes	Miami, FL	Current employment
C•••••••• G••••• M•••••• I•••	Bd affiliated wealth	Aug 15, 2019	Mar 28, 2025	no	Chicago, IL\|Surfside, FL\|Coral Springs, FL\|Miami, FL\|Miami, FL\|Coral Springs, FL\|Aventura, FL\|Sunny Isles Beach, FL\|Miami, FL\|Miami, FL\|Miami, FL\|Surfside, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• G••••• M•••••• I•••	B•• S••••••••• I•••	Mar 28, 2025	Apr 30, 2025	33	Firm change	Ibd to RIA
C••••• I••••••••• A••••••• L••	C•••••••• G••••• M•••••• I•••	Aug 20, 2019	Aug 15, 2019

Relationships

Registered with (4)

→ B•• S••••••••• I•••Registered adviserregistration: current employment
Apr 30, 2025 to presentfactForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Aug 15, 2019 to Mar 28, 2025factForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Feb 9, 2018 to Aug 20, 2019factForm ADV
→ E•••••••• A•••••••• L••

Dated events

Occurred
Mar 28, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:291c5f82-f32c-d9fd-17bf-b3f6e5cc815d
First observed: Aug 14, 2017
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.