DFX Intelligence

R•••••• A• B•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

R•••••• A• B•••••••••

Advisor at L••• B•••• L••

SAN JUAN, PR

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Search this name across graphsid dfx:ria:ef25bc66-4b27-f555-a76d-377fcbd8f20d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 4, 2019 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: L••• B•••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L••• B•••• L••	State registered	Mar 6, 2020	n/a	yes	SAN JUAN, PR	Current employment
M•• I•••••••• S•••••••• L••	Bd affiliated wealth	Feb 4, 2019	Mar 4, 2020	no	San Juan, PR\|SAN JUAN, PR\|SAN JUAN, PR	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• I•••••••• S•••••••• L••	L••• B•••• L••	Mar 4, 2020	Mar 6, 2020	2	Firm change	Ibd to state RIA

Relationships

Registered with (2)

→ L••• B•••• L••Registered adviserregistration: current employment
Mar 6, 2020 to presentfactForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Feb 4, 2019 to Mar 4, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ef25bc66-4b27-f555-a76d-377fcbd8f20d
First observed: Feb 4, 2019
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.