DFX Intelligence

E•••••• F• T•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

E•••••• F• T•••••

Advisor at B•• S••••••••• I•••

Miami, FL

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Search this name across graphsid dfx:ria:5e717e27-df0f-9bdc-7412-2b6e02388365

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Oct 5, 2022 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•• S••••••••• I•••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Jul 15, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•• S••••••••• I•••	Mixed wealth	Apr 30, 2025	n/a	yes	Miami, FL	Current employment
T• P•••••• C••••• W••••• L••	Bd affiliated wealth	Aug 15, 2023	May 5, 2025	no	Sunny Isles Beach, FL\|Fort Lauderdale, FL\|Hollywood, FL\|Sarasota, FL\|Fort Lauderdale, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T• P•••••• C••••• W••••• L••	B•• S••••••••• I•••	May 5, 2025	Apr 30, 2025	-5	Firm change	Ibd to RIA
A•••• • A••••••• G••••• P•••••••	T• P•••••• C••••• W••••• L••	Aug 3, 2023	Aug 15, 2023

Relationships

Registered with (3)

→ B•• S••••••••• I•••Registered adviserregistration: current employment
Apr 30, 2025 to presentfactForm ADV
→ T• P•••••• C••••• W••••• L••Registered adviserregistration: previous registration
Aug 15, 2023 to May 5, 2025factForm ADV
→ A•••• • A••••••• G••••• P•••••••Registered adviserregistration: previous registration
Oct 5, 2022 to Aug 3, 2023factForm ADV

Dated events

Occurred
May 5, 2025
Advisor changed firm
E•••••• F• T••••• left T• P•••••• C••••• W••••• L•• for B•• S••••••••• I••• (registered 2025-04-30)
Form ADVobserved 7 days ago
Occurred
Aug 3, 2023
Advisor changed firm
E•••••• F• T••••• left A•••• • A••••••• G••••• P••••••• for T• P•••••• C••••• W••••• L•• (registered 2023-08-15)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5e717e27-df0f-9bdc-7412-2b6e02388365
First observed: Oct 5, 2022
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.