DFX Intelligence

F•••• Y•••••• P••••• L••••: advisor on the ria / wealth management graph | DFX Data Factory

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

F•••• Y•••••• P••••• L••••

Advisor at B•• S••••••••• I•••

Miami, FL

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Search this name across graphsid dfx:ria:36012cb4-7427-32d0-6d08-470ec4be548b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 14, 2015 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: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•• S••••••••• I•••	Mixed wealth	Jun 15, 2023	n/a	yes	Miami, FL\|Miami, FL	Current employment
M••••• S••••••	Wirehouse	Oct 14, 2015	Sep 22, 2021	no	Miami, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	B•• S••••••••• I•••	Sep 22, 2021	Jun 15, 2023	631	Firm change after gap	Wirehouse to RIA

Relationships

Registered with (2)

→ B•• S••••••••• I•••Registered adviserregistration: current employment
Jun 15, 2023 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Oct 14, 2015 to Sep 22, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:36012cb4-7427-32d0-6d08-470ec4be548b
First observed: Oct 14, 2015
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.