DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

J••• R• C••••••••

Advisor at A••••• P•••••• W•••••• I•••

Miami, FL

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Search this name across graphsid dfx:ria:6b61434a-3211-fd04-f8b4-9abab7072bd2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Nov 16, 1999 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: A••••• P•••••• W•••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 16, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• P•••••• W•••••• I•••	Independent wealth	Jan 29, 2018	n/a	yes	Miami, FL	Current employment
U•• F•••••••• S••••••• I•••	Wirehouse	Mar 3, 2009	Nov 17, 2017	no	Hallandale Beach, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U•• F•••••••• S••••••• I•••	A••••• P•••••• W•••••• I•••	Nov 17, 2017	Jan 29, 2018	73	Firm change	Wirehouse to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	U•• F•••••••• S••••••• I•••	Jan 27, 2009	Mar 3, 2009

Relationships

Registered with (3)

→ A••••• P•••••• W•••••• I•••Registered adviserregistration: current employment
Jan 29, 2018 to presentfactForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Mar 3, 2009 to Nov 17, 2017factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Nov 16, 1999 to Jan 27, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6b61434a-3211-fd04-f8b4-9abab7072bd2
First observed: Nov 16, 1999
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.