DFX Intelligence

J•••• D• A••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

J•••• D• A••••••

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

Miami, FL | MIAMI, FL

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Search this name across graphsid dfx:ria:503c0026-2489-c8ac-6288-145320d1a5c9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 11, 2006 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: Oct 31, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••• A••••••• S•••••••• L••	Mixed wealth	Jul 31, 2018	n/a	yes	Miami, FL\|MIAMI, FL	Current employment
W•••• F•••• A•••••••	Wirehouse	Feb 25, 2010	Jul 6, 2018	no	MIAMI, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	I••••••• A••••••• S•••••••• L••	Jul 6, 2018	Jul 31, 2018	25	Firm change	Wirehouse to ibd
C•••••••• G••••• M•••••• I•••	W•••• F•••• A•••••••	Jan 28, 2010	Feb 25, 2010

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:282589:FL:2018-07-06	Jul 6, 2018	Jul 31, 2018	MIAMI, FL	Firm change

Relationships

Registered with (4)

→ I••••••• A••••••• S•••••••• L••Registered adviserregistration: current employment
Jul 31, 2018 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Feb 25, 2010 to Jul 6, 2018factForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
May 29, 2007 to Jan 28, 2010factForm ADV
→ C••••••• I••••••••• S•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:503c0026-2489-c8ac-6288-145320d1a5c9
First observed: Apr 11, 2006
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.