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

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

T••••• R••••• A•••••••

Advisor at J•••••••• I••••••••• A••••••• L••

Miami, FL | NEW YORK, NY

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Search this name across graphsid dfx:ria:a576dc51-2657-1569-659d-ebcfe939985b

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 40
On other graphs: 0
Observed: May 1, 2016 to Sep 17, 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: J•••••••• I••••••••• A••••••• L••
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Current registrations

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
J•••••••• I••••••••• A••••••• L••	Mixed wealth	Aug 20, 2026	n/a	yes	Miami, FL\|NEW YORK, NY	Current employment

Relationships

Registered with (1)

→ J•••••••• I••••••••• A••••••• L••Registered adviserregistration: current employment
Aug 20, 2026 to presentfactForm ADV

Dated events

40 bookkeeping events (roster, classification and holdings changes) folded below

Show 40 bookkeeping events

Occurred
Sep 16, 2026
T••••• R••••• A••••••• added a MA registration at J•••••••• I••••••••• A••••••• L••
Occurred
Sep 4, 2026
T••••• R••••• A••••••• added a AZ registration at J•••••••• I••••••••• A••••••• L••
Occurred
Aug 31, 2026
T••••• R••••• A••••••• added a SD registration at J•••••••• I••••••••• A••••••• L••
Occurred
Aug 28, 2026
T••••• R••••• A••••••• added a WV registration at J•••••••• I••••••••• A••••••• L••
Occurred
Aug 27, 2026
T••••• R••••• A••••••• added a UT registration at J•••••••• I••••••••• A••••••• L••
Occurred
Aug 26, 2026
T••••• R••••• A••••••• added a NJ registration at J•••••••• I••••••••• A••••••• L••
Occurred
Aug 26, 2026

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a576dc51-2657-1569-659d-ebcfe939985b
First observed: May 1, 2016
Last observed: Sep 17, 2026 5 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.