L•••• G••••••••

Advisor at B••••••• G••••• A•••••••

CORAL GABLES, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6249491e-f6e9-96cc-8ae7-bd63a1d29948

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 18, 2024 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: May 1, 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: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••• G••••• A•••••••	Asset manager	Apr 4, 2025	n/a	yes	CORAL GABLES, FL	Current employment
S••••• A••••••• I•••	Bd affiliated wealth	Jan 18, 2024	Mar 11, 2025	no	BIRMINGHAM, AL\|Miami, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••• A••••••• I•••	B••••••• G••••• A•••••••	Mar 11, 2025	Apr 4, 2025	24	Firm change	Other

Relationships

Registered with (2)

→ B••••••• G••••• A•••••••Registered adviserregistration: current employment
Apr 4, 2025 to presentfactForm ADV
→ S••••• A••••••• I•••Registered adviserregistration: previous registration
Jan 18, 2024 to Mar 11, 2025factForm ADV

Dated events

Occurred
Mar 11, 2025
Advisor changed firm
L•••• G•••••••• left S••••• A••••••• I••• for B••••••• G••••• A••••••• (registered 2025-04-04)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6249491e-f6e9-96cc-8ae7-bd63a1d29948
First observed: Jan 18, 2024
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.