DFX Intelligence

D••••• L•• C••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor16 years in industry

D••••• L•• C••••

Advisor at C•••• P•••••• W•••••• L••

MIAMI, FL

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Search this name across graphsid dfx:ria:add88b31-f4b8-8ac0-3edf-7d4a8fa80349

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 16, 2018 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: C•••• P•••••• W•••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••• P•••••• W•••••• L••	State registered	Aug 11, 2022	n/a	yes	MIAMI, FL	Current employment
E••••• J••••	National bd RIA	Mar 2, 2020	Feb 3, 2022	no	Miami, FL\|MIami, FL\|Miami, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	C•••• P•••••• W•••••• L••	Feb 3, 2022	Aug 11, 2022	189	Firm change	Ibd to state RIA
E•••••••• A•••••••• L••	E••••• J••••	Jan 3, 2020	Mar 2, 2020

Relationships

Registered with (3)

→ C•••• P•••••• W•••••• L••Registered adviserregistration: current employment
Aug 11, 2022 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Mar 2, 2020 to Feb 3, 2022factForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Oct 16, 2018 to Jan 3, 2020factForm ADV

Dated events

Occurred
Feb 3, 2022
Advisor changed firm
D••••• L•• C•••• left E••••• J•••• for C•••• P•••••• W•••••• L•• (registered 2022-08-11)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:add88b31-f4b8-8ac0-3edf-7d4a8fa80349
First observed: Oct 16, 2018
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.