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

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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

A••••• V••••••••

Advisor at P•• W••••• M•••••••••

AVENTURA, FL | PLANTATION, FL

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Search this name across graphsid dfx:ria:f13d3d48-92ea-9019-6116-f588ab96af3c

Data as of Sep 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 13, 2018 to Sep 18, 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: P•• W••••• M•••••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•• W••••• M•••••••••	Bd affiliated wealth	Jul 26, 2024	n/a	yes	AVENTURA, FL\|PLANTATION, FL	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Oct 11, 2019	Jun 28, 2024	no	NEW YORK, NY\|FORT LAUDERDALE, FL\|WESTON, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	P•• W••••• M•••••••••	Jun 28, 2024	Jul 26, 2024	28	Firm change	Wirehouse to ibd
W•••• F•••• A•••••••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Sep 16, 2019	Oct 11, 2019

Relationships

Registered with (3)

→ P•• W••••• M•••••••••Registered adviserregistration: current employment
Jul 26, 2024 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Oct 11, 2019 to Jun 28, 2024factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Apr 13, 2018 to Sep 16, 2019factForm ADV

Dated events

Occurred
Jun 28, 2024
Advisor changed firm
A••••• V•••••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for P•• W••••• M••••••••• (registered 2024-07-26)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f13d3d48-92ea-9019-6116-f588ab96af3c
First observed: Apr 13, 2018
Last observed: Sep 18, 2026 4 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.