DFX Intelligence

F•••••••• J••• R•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor40 years in industry

F•••••••• J••• R•••••••••

Advisor at F•• S••••••• I•••

SAN JUAN, PR

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Search this name across graphsid dfx:ria:63896279-7a09-661d-9cae-f748e6b52a4a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 20, 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: F•• S••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 1, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•• S••••••• I•••	State registered	Jun 21, 2019	n/a	yes	SAN JUAN, PR	Current employment
N•• A•••••• S•••••••• L••	Former SEC adviser	Mar 20, 2007	Jul 11, 2008	no	SAN JUAN, PR\|SAN JUAN, PR	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N•• A•••••• S•••••••• L••	F•• S••••••• I•••	Jul 11, 2008	Jun 21, 2019	3,997	Firm change after gap	Other

Relationships

Registered with (2)

→ F•• S••••••• I•••Registered adviserregistration: current employment
Jun 21, 2019 to presentfactForm ADV
→ N•• A•••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 20, 2007 to Jul 11, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:63896279-7a09-661d-9cae-f748e6b52a4a
First observed: Mar 20, 2007
Last observed: Sep 14, 2026 9 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.