A•••••••• C••••

Advisor at B•• S••••••••• I•••

Coral Gables, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ecbf7397-8a9e-5e68-a2f4-7494f9e1e221

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Aug 26, 2008 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 public••• Locked
Industry start: Aug 4, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•• S••••••••• I•••	Mixed wealth	Jan 13, 2026	n/a	yes	Coral Gables, FL	Current employment
B•• S••••••••• I•••	Mixed wealth	Feb 7, 2025	Jan 12, 2026	no	Coral Gables, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	B•• S••••••••• I•••	Nov 26, 2024	Feb 7, 2025	73	Firm change	Ibd to RIA
A••••• A•• P••••••• S•••••••	C••••• I••••••••• A••••••• L••	Nov 13, 2020	Nov 24, 2020

Relationships

Registered with (6)

→ B•• S••••••••• I•••Registered adviserregistration: previous registration
Feb 7, 2025 to Jan 12, 2026factForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Nov 24, 2020 to Nov 26, 2024factForm ADV
→ A••••• A•• P••••••• S•••••••Registered adviserregistration: previous registration
Oct 30, 2014 to Nov 13, 2020factForm ADV
→ J••• M••••• S••••••••• L••

Dated events

Occurred
Nov 26, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ecbf7397-8a9e-5e68-a2f4-7494f9e1e221
First observed: Aug 26, 2008
Last observed: Sep 14, 2026 9 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.