DFX Intelligence

R••••• V• B•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

R••••• V• B•••••••••

Advisor at M••• C•••••• M••••••••• L••

MIAMI, FL

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Search this name across graphsid dfx:ria:d435a9f6-db93-c668-93e0-3612b41fec37

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

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 2, 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: M••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••• C•••••• M••••••••• L••	Independent wealth	Aug 14, 2020	n/a	yes	MIAMI, FL	Current employment
E•• P•••••• W••••• M••••••••• ••••••••• C••••	Mixed wealth	May 2, 2019	Jan 28, 2021	no	MIAMI, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•• P•••••• W••••• M••••••••• ••••••••• C••••	M••• C•••••• M••••••••• L••	Jan 28, 2021	Aug 14, 2020	-167	Firm change after gap	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
158905:112221:FL:2021-01-28	Jan 28, 2021	Aug 14, 2020	MIAMI, FL	Firm change after gap

Relationships

Registered with (2)

→ M••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Aug 14, 2020 to presentfactForm ADV
→ E•• P•••••• W••••• M••••••••• ••••••••• C••••Registered adviserregistration: previous registration
May 2, 2019 to Jan 28, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d435a9f6-db93-c668-93e0-3612b41fec37
First observed: May 2, 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.