DFX Intelligence

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

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RIA / WealthAdvisor48 years in industry

M•••••• B••••••• O•••••••

Advisor at O••••••• A•••• M••••••••• I••

MIAMI BEACH, FL

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Search this name across graphsid dfx:ria:46c47b73-0386-8f7c-8cfa-ce8c7a0afcde

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Apr 1, 1978 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

M•••••• B••••••• O•••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: O••••••• A•••• M••••••••• I••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Apr 1, 1978earliest registration or exam on IAPD
Years in industry: 48derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Current registrations: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O••••••• A•••• M••••••••• I••	Other adviser	Jan 1, 2026	n/a	yes	MIAMI BEACH, FL	Current employment

Relationships

Registered with (1)

→ O••••••• A•••• M••••••••• I••Registered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:46c47b73-0386-8f7c-8cfa-ce8c7a0afcde
First observed: Apr 1, 1978
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.