DFX Intelligence

M••••••••• P••• v•• W••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

M••••••••• P••• v•• W••••••••

Advisor at M•••••• I••••••••• P•••••••• L••

CORAL GABLES, FL

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Search this name across graphsid dfx:ria:d2202a73-8d19-7a2c-c6f9-9b1224a47d6a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Dec 15, 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: M•••••• I••••••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• I••••••••• P•••••••• L••	Independent wealth	Jun 17, 2024	n/a	yes	CORAL GABLES, FL	Current employment
B•••••••• I••••••••• M••••••••• L••	Asset manager	Dec 15, 2023	Mar 5, 2024	no	Miami, FL\|PRINCETON, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••••••• I••••••••• M••••••••• L••	M•••••• I••••••••• P•••••••• L••	Mar 5, 2024	Jun 17, 2024	104	Firm change	Other

Relationships

Registered with (2)

→ M•••••• I••••••••• P•••••••• L••Registered adviserregistration: current employment
Jun 17, 2024 to presentfactForm ADV
→ B•••••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Dec 15, 2023 to Mar 5, 2024factForm ADV

Dated events

Occurred
Mar 5, 2024
Advisor changed firm
M••••••••• P••• V•• W•••••••• left B•••••••• I••••••••• M••••••••• L•• for M•••••• I••••••••• P•••••••• L•• (registered 2024-06-17)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d2202a73-8d19-7a2c-c6f9-9b1224a47d6a
First observed: Dec 15, 2023
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.