DFX Intelligence

B••••• T••• S••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

B••••• T••• S••••••

Advisor at R•••••• J•••• • A••••••••• I•••

Miami, FL

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Search this name across graphsid dfx:ria:3af82959-3988-0853-34f4-571620b6c82d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Nov 7, 2005 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: R•••••• J•••• • A••••••••• I•••
Current firm class: national broker-dealer RIAderived
Book size: not public••• Locked
Industry start: Nov 3, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• J•••• • A••••••••• I•••	National bd RIA	Apr 3, 2025	n/a	yes	Miami, FL	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Feb 4, 2019	Feb 21, 2025	no	MIAMI, FL\|Miami, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	R•••••• J•••• • A••••••••• I•••	Feb 21, 2025	Apr 3, 2025	41	Firm change	Ibd to ibd
U•• F•••••••• S••••••• I•••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Sep 26, 2018	Feb 4, 2019

Relationships

Registered with (6)

→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: current employment
Apr 3, 2025 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Feb 4, 2019 to Feb 21, 2025factForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Sep 18, 2013 to Sep 26, 2018factForm ADV
→ C••••• M•••••••••

Dated events

Occurred
Feb 21, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3af82959-3988-0853-34f4-571620b6c82d
First observed: Nov 7, 2005
Last observed: Sep 14, 2026 9 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.