DFX Intelligence

M••••••• F••••• G•••••• D• C••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

M••••••• F••••• G•••••• D• C••••

Advisor at B••••••• G••••• A•••••••

CORAL GABLES, FL

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Search this name across graphsid dfx:ria:575feef3-dbe3-4de6-0e59-7f8faab2aa25

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 9, 2007 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••••••• G••••• A•••••••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Jan 9, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••• G••••• A•••••••	Asset manager	May 17, 2021	n/a	yes	CORAL GABLES, FL	Current employment
A••••• W••••• M••••••••• L••	n/a	Sep 21, 2017	Feb 26, 2021	no	MIAMI, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••• W••••• M••••••••• L••	B••••••• G••••• A•••••••	Feb 26, 2021	May 17, 2021	80	Firm change	Other
C•••••••• G••••• M•••••• I•••	A••••• W••••• M••••••••• L••	Apr 21, 2009	Sep 21, 2017

Relationships

Registered with (4)

→ B••••••• G••••• A•••••••Registered adviserregistration: current employment
May 17, 2021 to presentfactForm ADV
→ A••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Sep 21, 2017 to Feb 26, 2021factForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
May 29, 2007 to Apr 21, 2009factForm ADV
→ C••••••• I••••••••• S•••••••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:575feef3-dbe3-4de6-0e59-7f8faab2aa25
First observed: Jan 9, 2007
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.