DFX Intelligence

R••••• T•• B••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor18 years in industry

R••••• T•• B••••

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

Montevideo | MIAMI, FL

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Search this name across graphsid dfx:ria:57b0abb5-562b-34cc-42af-3d44f94e945e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 25, 2008 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: Mar 29, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 9derivedfrom 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	Jul 31, 2017	n/a	yes	Montevideo\|MIAMI, FL	Current employment
N•••••••• A•••• M••••••••• L••	Former SEC adviser	Dec 23, 2010	Jul 31, 2017	no	MIAMI, FL\|MIAMI, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N•••••••• A•••• M••••••••• L••	I••••••• A••••••• S•••••••• L••	Jul 31, 2017	Jul 31, 2017	0	Firm change	Other
W•••• F•••• A•••••••	N•••••••• A•••• M••••••••• L••	Jun 2, 2010	Dec 23, 2010

Team moves

••• Locked

Team	Left	Joined	From	Kind
117567:282589:FL:2017-07-31	Jul 31, 2017	Jul 31, 2017	MIAMI, FL	Firm change

Relationships

Registered with (3)

→ I••••••• A••••••• S•••••••• L••Registered adviserregistration: current employment
Jul 31, 2017 to presentfactForm ADV
→ N•••••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Dec 23, 2010 to Jul 31, 2017factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jun 25, 2008 to Jun 2, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:57b0abb5-562b-34cc-42af-3d44f94e945e
First observed: Jun 25, 2008
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.