DFX Intelligence

C••••• E•••••• Y••••• P••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

C••••• E•••••• Y••••• P••••••

Advisor at B••••••• W••••• M••••••••• L••

MIAMI, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 26, 2010 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••••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 7, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••• W••••• M••••••••• L••	Independent wealth	Dec 11, 2015	n/a	yes	MIAMI, FL	Current employment
B••••••• W••••• M••••••••• L••	Independent wealth	Dec 11, 2015	Dec 31, 2015	no	MIAMI, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••••••••• I••• I•••	B••••••• W••••• M••••••••• L••	Jan 15, 2016	Dec 11, 2015	-35	Firm change after gap	Other

Relationships

Registered with (2)

→ B••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Dec 11, 2015 to Dec 31, 2015factForm ADV
→ V••••••••• I••• I•••Registered adviserregistration: previous registration
Jul 26, 2010 to Jan 15, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 26, 2010
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.