DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner11 years in industry

CATALINA MARIA FRANCO-CICERO

Advisor at MEIRA WEALTH

Coral Gables, FL

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:41fb1204-61dc-6a58-1b44-5d1fd0e473f9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Sep 21, 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: MEIRA WEALTH
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: Jun 24, 2015
First registration: Sep 21, 2015
Dual registered: no
Other names: CATALINA MARIA FRANCO
IAPD individual key: 6168760

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MEIRA WEALTH	Independent wealth	Jun 23, 2026	n/a	yes	Coral Gables, FL	Current employment
Savvy	Independent wealth	Feb 17, 2026	Jun 18, 2026	no	Pembroke Pines, FL\|NEW YORK, NY	Previous registration
BUILD A BETTER FINANCIAL FUTURE LLC	n/a	Aug 4, 2025	Feb 23, 2026	no	Pembroke Pines, FL\|HENDERSON, NV	Previous registration
TOBIAS FINANCIAL ADVISORS	Independent wealth	Nov 21, 2017	Dec 31, 2024	no	Plantation, FL	Previous registration
FISCAL FITNESS CLUBS	Former SEC adviser	Sep 21, 2015	Oct 24, 2017	no	Miramar, FL\|PARKER, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Savvy	MEIRA WEALTH	Jun 18, 2026	Jun 23, 2026	5	Firm change	RIA to RIA
BUILD A BETTER FINANCIAL FUTURE LLC	Savvy	Feb 23, 2026	Feb 17, 2026	-6	Firm change	Other
TOBIAS FINANCIAL ADVISORS	BUILD A BETTER FINANCIAL FUTURE LLC	Dec 31, 2024	Aug 4, 2025	216	Firm change	Other
FISCAL FITNESS CLUBS	TOBIAS FINANCIAL ADVISORS	Oct 24, 2017	Nov 21, 2017	28	Firm change	Other

Relationships

Registered with (5)

→ MEIRA WEALTHRegistered adviserregistration: current employment
Jun 23, 2026 to presentfactForm ADV
→ SAVVYRegistered adviserregistration: previous registration
Feb 17, 2026 to Jun 18, 2026factForm ADV
→ BUILD A BETTER FINANCIAL FUTURE LLCRegistered adviserregistration: previous registration
Aug 4, 2025 to Feb 23, 2026factForm ADV
→ TOBIAS FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Nov 21, 2017 to Dec 31, 2024factForm ADV
→ FISCAL FITNESS CLUBSRegistered adviserregistration: previous registration
Sep 21, 2015 to Oct 24, 2017factForm ADV

Dated events

Occurred
Jun 18, 2026
Advisor changed firm
Catalina Maria Franco-Cicero left Savvy for Meira Wealth (registered 2026-06-23)
Form ADVobserved 6 days ago
Occurred
Feb 23, 2026
Advisor changed firm
Catalina Maria Franco-Cicero left Build A Better Financial Future Llc for Savvy (registered 2026-02-17)
Form ADVobserved 6 days ago
Occurred
Dec 31, 2024
Advisor changed firm
Catalina Maria Franco-Cicero left Tobias Financial Advisors for Build A Better Financial Future Llc (registered 2025-08-04)
Form ADVobserved 6 days ago