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P••••• S•••• G••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)29 years in industry

P••••• S•••• G••••

Advisor at B•• S••••••••• I•••

MIAMI, FL

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Search this name across graphsid dfx:ria:ec11f2c5-fabf-4a26-732c-bc679eee6992

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jul 17, 1997 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: B•• S••••••••• I•••
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 15, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms

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
B•• S••••••••• I•••	Mixed wealth	Sep 2, 2025	n/a	yes	MIAMI, FL	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	Jul 16, 2019	Sep 4, 2025	no	Coconut Grove, FL\|ST. PETERSBURG, FL\|ST. PETERSBURG, FL\|COCONUT GROVE, FL

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
R•••••• J•••• • A••••••••• I•••	B•• S••••••••• I•••	Sep 4, 2025	Sep 2, 2025	-2	Firm change	Ibd to RIA
U•• F•••••••• S••••••• I•••	R•••••• J•••• • A••••••••• I•••	Jun 18, 2019

Relationships

Registered with (6)

→ B•• S••••••••• I•••Registered adviserregistration: current employment
Sep 2, 2025 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Jul 16, 2019 to Sep 4, 2025factForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Jan 12, 2016 to Jun 18, 2019factForm ADV
→ U•• I••••••••• I•••Registered adviser

Dated events

Occurred
Sep 4, 2025
Advisor changed firm
P••••• S•••• G•••• left R•••••• J•••• • A••••••••• I••• for B•• S••••••••• I••• (registered 2025-09-02)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ec11f2c5-fabf-4a26-732c-bc679eee6992
First observed: Jul 17, 1997
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.