DFX Intelligence

M•••• L•••• A•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

M•••• L•••• A•••••••

Advisor at I••• I••••••••• S••••••••• I•••

Medley, FL | MIAMI, FL

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Search this name across graphsid dfx:ria:818fdeb3-c6d9-2d3c-9dff-f50cf283ac76

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Apr 30, 2014 to Sep 15, 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: I••• I••••••••• S••••••••• I•••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Apr 6, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom 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
I••• I••••••••• S••••••••• I•••	Former SEC adviser	Mar 16, 2018	n/a	yes	MIAMI, FL\|MIAMI, FL\|MIAMI, FL\|Medley, FL	Current employment
B••••••• W••••• M••••••••• L••	Independent wealth	Jan 14, 2016	Mar 27, 2017	no	MIAMI, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••• W••••• M••••••••• L••	I••• I••••••••• S••••••••• I•••	Mar 27, 2017	Mar 16, 2018	354	Firm change	Other
B••••••• G••••• A•••••••• I•••	B••••••• W••••• M••••••••• L••	Nov 3, 2015	Jan 14, 2016

Relationships

Registered with (3)

→ I••• I••••••••• S••••••••• I•••Registered adviserregistration: current employment
Mar 16, 2018 to presentfactForm ADV
→ B••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 14, 2016 to Mar 27, 2017factForm ADV
→ B••••••• G••••• A•••••••• I•••Registered adviserregistration: previous registration
Apr 30, 2014 to Nov 3, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:818fdeb3-c6d9-2d3c-9dff-f50cf283ac76
First observed: Apr 30, 2014
Last observed: Sep 15, 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.