DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at J.P. MORGAN SECURITIES LLC
MIAMI, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | Wirehouse | Jun 24, 2026 | n/a | yes | MIAMI, FL | Current employment |
| INVEX ADVISORS LLC | Mixed wealth | May 22, 2020 | Jul 29, 2025 | no | CORAL GABLES, FL | Previous registration |
| BRICKELL GLOBAL ADVISORY, INC. | n/a | Jan 16, 2019 | Nov 19, 2019 | no | MIAMI, FL | Previous registration |
| MORGAN STANLEY | Wirehouse | Dec 23, 2013 | Dec 5, 2017 | no | Miami, FL | Previous registration |
| BARCLAYS CAPITAL INC. | Former SEC adviser | Jul 24, 2013 | Dec 6, 2013 | no | MIAMI, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INVEX ADVISORS LLC | J.P. MORGAN SECURITIES LLC | Jul 29, 2025 | Jun 24, 2026 | 330 | Firm change | RIA to wirehouse |
| BRICKELL GLOBAL ADVISORY, INC. | INVEX ADVISORS LLC | Nov 19, 2019 | May 22, 2020 | 185 | Firm change | Other |
| MORGAN STANLEY | BRICKELL GLOBAL ADVISORY, INC. | Dec 5, 2017 | Jan 16, 2019 | 407 | Firm change after gap | Other |
| BARCLAYS CAPITAL INC. | MORGAN STANLEY | Dec 6, 2013 | Dec 23, 2013 | 17 | Firm change | Other |