DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

E•••••• A••••• R•••• P••••

Advisor at F•••••• A•••••••

GUAYNABO, PR

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Search this name across graphsid dfx:ria:9f41abf6-ff6c-f63a-518f-3acea76d6091

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Dec 9, 2019 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: F•••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••• A•••••••	Independent wealth	Nov 21, 2024	n/a	yes	GUAYNABO, PR	Current employment
C•••••• S••••• • C••• I•••	National bd RIA	Dec 9, 2019	Oct 25, 2024	no	Fort Worth, TX\|Westlake, TX\|Santa Barbara, CA\|Oxnard, CA\|Encino, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• S••••• • C••• I•••	F•••••• A•••••••	Oct 25, 2024	Nov 21, 2024	27	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ F•••••• A•••••••Registered adviserregistration: current employment
Nov 21, 2024 to presentfactForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Dec 9, 2019 to Oct 25, 2024factForm ADV

Dated events

Occurred
Oct 25, 2024
Advisor changed firm
Eduardo Andres Ramos Perez left C•••••• S••••• • C••• I••• for F•••••• A••••••• (registered 2024-11-21)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9f41abf6-ff6c-f63a-518f-3acea76d6091
First observed: Dec 9, 2019
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.