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RIA / WealthAdvisor10 years in industry

DANIEL DRAGONE

Advisor at BBVA GLOBAL WEALTH ADVISORS, INC.

MIAMI, FL

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Search this name across graphsid dfx:ria:e3862fc6-61d9-951f-e9ca-85546c833977

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Dec 3, 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: BBVA GLOBAL WEALTH ADVISORS, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Nov 28, 2018
First registration: Dec 3, 2018
Dual registered: no
Other names: Daniel Dragone|Daniel Alcantara Dragone|Daniel Alcantara Dragone
IAPD individual key: 6615920

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
BBVA GLOBAL WEALTH ADVISORS, INC.	Independent wealth	Sep 8, 2026	n/a	yes	MIAMI, FL	Current employment
BRADESCO GLOBAL ADVISORS	Asset manager	Oct 14, 2025	Jul 29, 2026	no	CORAL GABLES, FL\|Coral Gables, FL	Previous registration
MORGAN STANLEY	Wirehouse	Sep 5, 2023	May 2, 2024	no	Jersey City, NJ\|Miami Beach, FL	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Dec 3, 2018	Sep 5, 2023	no	ARLINGTON, VA\|Hallandale, FL\|Miami Beach, FL\|Jersey City, NJ	Previous registration

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
BRADESCO GLOBAL ADVISORS	BBVA GLOBAL WEALTH ADVISORS, INC.	Jul 29, 2026	Sep 8, 2026	41	Firm change	Other
MORGAN STANLEY	BRADESCO GLOBAL ADVISORS	May 2, 2024	Oct 14, 2025	530	Firm change after gap	Other
E*TRADE CAPITAL MANAGEMENT, LLC	MORGAN STANLEY	Sep 5, 2023	Sep 5, 2023	0	Bulk transfer	RIA to wirehouse

Relationships

Registered with (4)

→ BBVA GLOBAL WEALTH ADVISORS, INC.Registered adviserregistration: current employment
Sep 8, 2026 to presentfactForm ADV
→ BRADESCO GLOBAL ADVISORSRegistered adviserregistration: previous registration
Oct 14, 2025 to Jul 29, 2026factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Sep 5, 2023 to May 2, 2024factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 3, 2018 to Sep 5, 2023factForm ADV

Dated events

Occurred
Jul 29, 2026
Advisor changed firm
Daniel Dragone left Bradesco Global Advisors for Bbva Global Wealth Advisors, Inc. (registered 2026-09-08)
Form ADVobserved 4 days ago
Occurred
May 2, 2024
Advisor changed firm
Daniel Dragone left Morgan Stanley for Bradesco Global Advisors (registered 2025-10-14)
Form ADVobserved 4 days ago