E••• A•• S••••

Advisor at I••••••••• I•••

Miami, FL | RESTON, VA

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 graphsid dfx:ria:2c271964-6109-64e3-7624-de2922744df5

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jun 24, 2004 to Sep 17, 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: I••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 3, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••••• I•••	Independent wealth	Jul 11, 2017	n/a	yes	Miami, FL\|RESTON, VA	Current employment
O•••• F•• I•••	Former SEC adviser	Apr 21, 2014	Jul 18, 2017	no	VIENNA, VA\|ROCKVILLE, MD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• F•• I•••	I••••••••• I•••	Jul 18, 2017	Jul 11, 2017	-7	Firm change	Other
N•• E•••••• S••••••••• C•••••••••	O•••• F•• I•••	Apr 25, 2014	Apr 21, 2014

Relationships

Registered with (6)

→ I••••••••• I•••Registered adviserregistration: current employment
Jul 11, 2017 to presentfactForm ADV
→ O•••• F•• I•••Registered adviserregistration: previous registration
Apr 21, 2014 to Jul 18, 2017factForm ADV
→ N•• E•••••• S••••••••• C•••••••••Registered adviserregistration: previous registration
Mar 25, 2010 to Apr 25, 2014factForm ADV
→ W•••• F•••• A•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2c271964-6109-64e3-7624-de2922744df5
First observed: Jun 24, 2004
Last observed: Sep 17, 2026 6 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.