DFX Intelligence

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

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

M•••• A•••••• O••••••• M•••••

Advisor at B••••• P••••• I••••••••• A•••••• L••

MIAMI, FL

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Search this name across graphsid dfx:ria:48b1bf95-bcd2-255d-6096-0d27f53670b1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: May 31, 2019 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••••• P••••• I••••••••• A•••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• P••••• I••••••••• A•••••• L••	Mixed wealth	Aug 7, 2025	n/a	yes	MIAMI, FL	Current employment
L•••••• W••••• M••••••••• L••	Independent wealth	Oct 15, 2021	Aug 4, 2023	no	Coral Gables, FL\|NEW YORK, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•••••• W••••• M••••••••• L••	B••••• P••••• I••••••••• A•••••• L••	Aug 4, 2023	Aug 7, 2025	734	Firm change after gap	Other
W•••• F•••• A•••••••	L•••••• W••••• M••••••••• L••	Sep 13, 2021	Oct 15, 2021

Relationships

Registered with (3)

→ B••••• P••••• I••••••••• A•••••• L••Registered adviserregistration: current employment
Aug 7, 2025 to presentfactForm ADV
→ L•••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Oct 15, 2021 to Aug 4, 2023factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
May 31, 2019 to Sep 13, 2021factForm ADV

Dated events

Occurred
Aug 4, 2023
A•••••• firm change
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:48b1bf95-bcd2-255d-6096-0d27f53670b1
First observed: May 31, 2019
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.