DFX Intelligence

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

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RIA / WealthAdvisor16 years in industry

R••••• I•••• D• I••••

Advisor at A••••• A••••••• L••

MIAMI, FL

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Search this name across graphsid dfx:ria:a4d1d74c-452a-66b4-f0d9-b8ff201f6f0b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 10, 2023 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: A••••• A••••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• A••••••• L••	Mixed wealth	Jan 10, 2023	n/a	yes	MIAMI, FL	Current employment
A••••• A••••••• L••	Mixed wealth	Jan 10, 2023	Dec 31, 2024	no	MIAMI, FL	Previous registration

Relationships

Registered with (1)

→ A••••• A••••••• L••Registered adviserregistration: previous registration
Jan 10, 2023 to Dec 31, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a4d1d74c-452a-66b4-f0d9-b8ff201f6f0b
First observed: Jan 10, 2023
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.