DFX Intelligence

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

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

D•••• M••••• D• L• T•••• M••••••

Advisor at A•••••• I••••••••• I•••

CORAL GABLES, FL

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Search this name across graphsid dfx:ria:8e061aa9-8f33-30bc-c4c9-5c712823e035

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Aug 5, 2013 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•••••• I••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 16, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••••• I••••••••• I•••	Independent wealth	Jan 21, 2022	n/a	yes	CORAL GABLES, FL\|CORAL GABLES, FL	Current employment
C•••••••• G••••• M•••••• I•••	Bd affiliated wealth	Oct 28, 2014	Aug 18, 2020	no	Miami, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• G••••• M•••••• I•••	A•••••• I••••••••• I•••	Aug 18, 2020	Jan 21, 2022	521	Firm change after gap	Ibd to RIA
B••••••• G••••• A•••••••• I•••	C•••••••• G••••• M•••••• I•••	Oct 9, 2014	Oct 28, 2014

Relationships

Registered with (3)

→ A•••••• I••••••••• I•••Registered adviserregistration: current employment
Jan 21, 2022 to presentfactForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Oct 28, 2014 to Aug 18, 2020factForm ADV
→ B••••••• G••••• A•••••••• I•••Registered adviserregistration: previous registration
Aug 5, 2013 to Oct 9, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8e061aa9-8f33-30bc-c4c9-5c712823e035
First observed: Aug 5, 2013
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.