DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

P•••• J••• R•••••••• R•••••

Advisor at M•• I•••••••• S•••••••• L••

SAN J•••, PR

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Search this name across graphsid dfx:ria:791f5360-f575-3eee-a990-654c926090ee

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Nov 6, 2015 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: M•• I•••••••• S•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•• I•••••••• S•••••••• L••	Bd affiliated wealth	Apr 5, 2024	n/a	yes	SAN J•••, PR	Current employment
R•••• L••	State registered	Nov 6, 2015	Jul 29, 2019	no	SAN J•••, PR\|CORAL GABLES, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••• C•••••• C••••	M•• I•••••••• S•••••••• L••	Apr 4, 2024	Apr 5, 2024	1	Firm change	Ibd to ibd
R•••• L••	A•••• C•••••• C••••	Jul 29, 2019	Nov 6, 2015

Relationships

Registered with (3)

→ M•• I•••••••• S•••••••• L••Registered adviserregistration: current employment
Apr 5, 2024 to presentfactForm ADV
→ A•••• C•••••• C••••Registered adviserregistration: previous registration
Nov 6, 2015 to Apr 4, 2024factForm ADV
→ R•••• L••Registered adviserregistration: previous registration
Nov 6, 2015 to Jul 29, 2019factForm ADV

Dated events

Occurred
Apr 4, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:791f5360-f575-3eee-a990-654c926090ee
First observed: Nov 6, 2015
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.