DFX Intelligence

R•••••• N•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

R•••••• N•••••••

Advisor at C•••••••• G••••• M•••••• I•••

Miami, FL | Weston, FL

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Search this name across graphsid dfx:ria:91fd6383-6493-47d9-9f78-f96bbfadd131

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 10, 2013 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: C•••••••• G••••• M•••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Oct 5, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• G••••• M•••••• I•••	Bd affiliated wealth	Jun 30, 2026	n/a	yes	Miami, FL\|Weston, FL	Current employment
B•••• D• B••••• S••••••••• L••	State registered	Mar 23, 2026	Jun 30, 2026	no	MIAMI, FL\|Miami, FL\|MIAMI, FL\|MIAMI, FL\|Miami, FL\|WESTON, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••• D• B••••• S••••••••• L••	C•••••••• G••••• M•••••• I•••	Jun 30, 2026	Jun 30, 2026	0	Firm change	Other
C•••••••• G••••• M•••••• I•••	B•••• D• B••••• S••••••••• L••	Jan 27, 2017	Mar 23, 2026

Team moves

••• Locked

Team	Left	Joined	From	Kind
132701:7059:FL:2026-06-30	Jun 30, 2026	Jun 30, 2026	WESTON, FL	Firm change

Relationships

Registered with (2)

→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Oct 10, 2013 to Jan 27, 2017factForm ADV
→ B•••• D• B••••• S••••••••• L••Registered adviserregistration: previous registration
Mar 23, 2026 to Jun 30, 2026factForm ADV

Dated events

Occurred
Jun 30, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:91fd6383-6493-47d9-9f78-f96bbfadd131
First observed: Oct 10, 2013
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.