DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

A••••• M••••••• H•••••••

Advisor at I••••••• A••••••• S•••••••• L••

MIAMI, FL

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Search this name across graphsid dfx:ria:4a3fc5a6-d53c-296c-fd8f-8ba1674f9f5b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jul 17, 2018 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: I••••••• A••••••• S•••••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••• A••••••• S•••••••• L••	Mixed wealth	Mar 22, 2024	n/a	yes	MIAMI, FL	Current employment
A••••••• I••••••• S••••••• L••	Mixed wealth	May 13, 2021	Mar 8, 2024	no	Miami, FL\|MIAMI, FL\|Madrid	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• I••••••• S••••••• L••	I••••••• A••••••• S•••••••• L••	Mar 8, 2024	Mar 22, 2024	14	Firm change	RIA to RIA
W•••• F•••• A•••••••	A••••••• I••••••• S••••••• L••	Jan 3, 2020	May 13, 2021

Relationships

Registered with (3)

→ I••••••• A••••••• S•••••••• L••Registered adviserregistration: current employment
Mar 22, 2024 to presentfactForm ADV
→ A••••••• I••••••• S••••••• L••Registered adviserregistration: previous registration
May 13, 2021 to Mar 8, 2024factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jul 17, 2018 to Jan 3, 2020factForm ADV

Dated events

Occurred
Mar 8, 2024
Advisor changed firm
A••••• M••••••• H••••••• left A••••••• I••••••• S••••••• L•• for I••••••• A••••••• S•••••••• L•• (registered 2024-03-22)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4a3fc5a6-d53c-296c-fd8f-8ba1674f9f5b
First observed: Jul 17, 2018
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.