DFX Intelligence

S••••••• J••• A•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor13 years in industry

S••••••• J••• A•••••••

Advisor at P•• A•••• M••••••••• C•••

Miami, FL | CENTENNIAL, CO

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Search this name across graphsid dfx:ria:dffad513-61ad-64aa-7c14-0420774901f9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 2, 2013 to Sep 15, 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: P•• A•••• M••••••••• C•••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Apr 2, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•• A•••• M••••••••• C•••	Mixed wealth	Oct 3, 2024	n/a	yes	Miami, FL\|CENTENNIAL, CO	Current employment
M••••• G••••• L••	State registered	Aug 5, 2020	Nov 22, 2024	no	Brickell, FL\|Brickell, FL\|Coral Gables, FL\|THE WOODLANDS, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• G••••• L••	P•• A•••• M••••••••• C•••	Nov 22, 2024	Oct 3, 2024	-50	Firm change after gap	Other
H••• S••••••••• •••• I•••	M••••• G••••• L••	Jun 5, 2020	Aug 5, 2020

Relationships

Registered with (5)

→ P•• A•••• M••••••••• C•••Registered adviserregistration: current employment
Oct 3, 2024 to presentfactForm ADV
→ M••••• G••••• L••Registered adviserregistration: previous registration
Aug 5, 2020 to Nov 22, 2024factForm ADV
→ H••• S••••••••• •••• I•••Registered adviserregistration: previous registration
Jan 9, 2018 to Jun 5, 2020factForm ADV
→ E•••••••• A•••••••• L••

Dated events

Occurred
Nov 22, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dffad513-61ad-64aa-7c14-0420774901f9
First observed: May 2, 2013
Last observed: Sep 15, 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.