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

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RIA / WealthAdvisor11 years in industry

R•••• A•••••• T•••• V•••••

Advisor at T•••••• L••

DORADO, PR

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Search this name across graphsid dfx:ria:d8dd3940-a162-1030-a1a4-584da23f05e3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 1
Observed: Oct 1, 2018 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

R•••• A•••••• T•••• V•••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: T•••••• L••
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

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
T•••••• L••	Asset manager	Jun 4, 2025	n/a	yes	DORADO, PR	Current employment
M•• I•••••••• S•••••••• L••	Bd affiliated wealth	Sep 30, 2022	Feb 10, 2025	no	SAN JUAN, PR\|Dorado, PR

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
M•• I•••••••• S•••••••• L••	T•••••• L••	Feb 10, 2025	Jun 4, 2025	114	Firm change	Other
X••••••• C••••••	M•• I•••••••• S•••••••• L••	May 11, 2022

Relationships

Registered with (3)

→ T•••••• L••Registered adviserregistration: current employment
Jun 4, 2025 to presentfactForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Sep 30, 2022 to Feb 10, 2025factForm ADV
→ X••••••• C••••••Registered adviserregistration: previous registration
Oct 1, 2018 to May 11, 2022factForm ADV

Dated events

Occurred
Feb 10, 2025
Advisor changed firm
R•••• A•••••• T•••• V••••• left M•• I•••••••• S•••••••• L•• for T•••••• L•• (registered 2025-06-04)
Form ADVobserved 7 days ago
Occurred
May 11, 2022
Advisor changed firm
R•••• A•••••• T•••• V••••• left X••••••• C•••••• for M•• I•••••••• S•••••••• L•• (registered 2022-09-30)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d8dd3940-a162-1030-a1a4-584da23f05e3
First observed: Oct 1, 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.