DFX Intelligence

F•••••••• J••••• M••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

F•••••••• J••••• M••••

Advisor at B•••• D• B••••• S••••••••• L••

Miami, FL | MIAMI, FL

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Search this name across graphsid dfx:ria:911f6c1d-a843-a28d-be40-6652dcb319d8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 13, 2011 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: B•••• D• B••••• S••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 10, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom 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
B•••• D• B••••• S••••••••• L••	State registered	Aug 13, 2024	n/a	yes	MIAMI, FL\|Miami, FL	Current employment
C••••• M•••••••••	Independent wealth	Jul 3, 2012	Nov 29, 2019	no	MIAMI, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• M•••••••••	B•••• D• B••••• S••••••••• L••	Nov 29, 2019	Aug 13, 2024	1,719	Firm change after gap	Other
R•• C•••••• M••••••• L••	C••••• M•••••••••	Feb 21, 2012	Jul 3, 2012

Relationships

Registered with (3)

→ B•••• D• B••••• S••••••••• L••Registered adviserregistration: current employment
Aug 13, 2024 to presentfactForm ADV
→ C••••• M•••••••••Registered adviserregistration: previous registration
Jul 3, 2012 to Nov 29, 2019factForm ADV
→ R•• C•••••• M••••••• L••Registered adviserregistration: previous registration
Oct 13, 2011 to Feb 21, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:911f6c1d-a843-a28d-be40-6652dcb319d8
First observed: Oct 13, 2011
Last observed: Sep 15, 2026 7 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.