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M•••• A• F••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

M•••• A• F••••••••

Advisor at B••••• G••••• A•••• M•••••••••

B•••••, MA | MIAMI, FL

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Search this name across graphsid dfx:ria:ee797d0f-cc1a-2bc0-a3de-bff2d99221b4

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 13, 2007 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: B••••• G••••• A•••• M•••••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 9, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 10derivedfrom 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••••• G••••• A•••• M•••••••••	Bd affiliated wealth	Jan 11, 2016	n/a	yes	B•••••, MA\|MIAMI, FL	Current employment
C•••••••• G••••• M•••••• I•••	Bd affiliated wealth	Feb 25, 2010	Sep 23, 2015	no

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
C•••••••• G••••• M•••••• I•••	B••••• G••••• A•••• M•••••••••	Sep 23, 2015	Jan 11, 2016	110	Firm change	Other
B••••••• C•••••• I•••	C•••••••• G••••• M•••••• I•••	Jan 12, 2010

Relationships

Registered with (5)

→ B••••• G••••• A•••• M•••••••••Registered adviserregistration: current employment
Jan 11, 2016 to presentfactForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Feb 25, 2010 to Sep 23, 2015factForm ADV
→ B••••••• C•••••• I•••Registered adviserregistration: previous registration
Jan 21, 2009 to Jan 12, 2010factForm ADV
→ L••••• B••••••• I•••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ee797d0f-cc1a-2bc0-a3de-bff2d99221b4
First observed: Apr 13, 2007
Last observed: Sep 15, 2026 7 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.