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

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

A•••••• D•••••••••

Advisor at C•••••••• G••••• M•••••• I•••

Miami, FL

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Search this name across graphsid dfx:ria:59258ae5-0e84-a04e-faf8-b53a98451dea

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: May 17, 2021 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: C•••••••• G••••• M•••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• G••••• M•••••• I•••	Bd affiliated wealth	Jun 22, 2023	n/a	yes	Miami, FL\|Miami, FL	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	Jun 25, 2021	Jun 8, 2023	no	Miami, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	C•••••••• G••••• M•••••• I•••	Jun 8, 2023	Jun 22, 2023	14	Firm change	Ibd to ibd
B• R•••• W••••• A•••••••• I•••	R•••••• J•••• • A••••••••• I•••	May 28, 2021	Jun 25, 2021

Relationships

Registered with (3)

→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: current employment
Jun 22, 2023 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Jun 25, 2021 to Jun 8, 2023factForm ADV
→ B• R•••• W••••• A•••••••• I•••Registered adviserregistration: previous registration
May 17, 2021 to May 28, 2021factForm ADV

Dated events

Occurred
Jun 8, 2023
Advisor changed firm
A•••••• D••••••••• left R•••••• J•••• • A••••••••• I••• for C•••••••• G••••• M•••••• I••• (registered 2023-06-22)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:59258ae5-0e84-a04e-faf8-b53a98451dea
First observed: May 17, 2021
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.