DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

V••••••• M••••• L••••

Advisor at B•• P•••••• A•••• M••••••••• U• • L••

NEW YORK, NY | Miami, FL

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Search this name across graphsid dfx:ria:8e0c8f31-b56b-f9ee-2c87-488390895324

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 18, 2018 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: B•• P•••••• A•••• M••••••••• U• • L••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•• P•••••• A•••• M••••••••• U• • L••	Asset manager	Sep 1, 2022	n/a	yes	Miami, FL\|NEW YORK, NY	Current employment
A••••••• F•••••• I••	n/a	Sep 18, 2018	Nov 25, 2020	no	MIAMI, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• F•••••• I••	B•• P•••••• A•••• M••••••••• U• • L••	Nov 25, 2020	Sep 1, 2022	645	Firm change after gap	Other

Relationships

Registered with (2)

→ B•• P•••••• A•••• M••••••••• U• • L••Registered adviserregistration: current employment
Sep 1, 2022 to presentfactForm ADV
→ A••••••• F•••••• I••Registered adviserregistration: previous registration
Sep 18, 2018 to Nov 25, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8e0c8f31-b56b-f9ee-2c87-488390895324
First observed: Sep 18, 2018
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.