DFX Intelligence

P••• A••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

P••• A••••••• L••

CRD 327518

MIAMI, FL

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Search this name across graphsid dfx:ria:67ae0c22-1030-840a-b10a-53fc63845b5c

Data as of Feb 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 9, 2026 to Feb 9, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $15.8M••• Locked
Discretionary RAUM: $0
Private client RAUM: $12.8Mderived••• Locked
Private client share: 81%derivedprivate client RAUM over total RAUM
Employees: 4
Advisory employees: 3
Offices

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
A••• S•••• A•••••	n/a	MIAMI, FL	2	17	3	yes
H••••• A••••• S•••••• R•••••••	n/a	MIAMI, FL	0	12

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	n/a	0	0	0	2	1

Relationships

Registered with (4)

← J••• A• R••Advisorregistration: current employment
Nov 6, 2025 to presentfactForm ADV
← H••••• A••••• S•••••• R•••••••Advisorregistration: current employment
Oct 6, 2025 to presentfactForm ADV
← A••• S•••• A•••••Advisorregistration: current employment
Jun 26, 2024 to presentfactForm ADV
← EDUARDO ANTONIO MORALES CRUZ

Dated events

Occurred
Sep 24, 2025
Advisor changed firm
Eduardo Antonio Morales Cruz left P••• A••••••• L•• for Insigneo Advisory Services, Llc (registered 2025-11-05)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:67ae0c22-1030-840a-b10a-53fc63845b5c
First observed: Feb 9, 2026
Last observed: Feb 9, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds 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.