J••••• R•••••

Advisor at I••••••• A••••••• S•••••••• L••

MIAMI, 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:fa2375b4-6c83-500a-501d-961ca3375c1e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 1
Observed: Mar 2, 2005 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

J••••• R•••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: I••••••• A••••••• S•••••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Mar 22, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••• A••••••• S•••••••• L••	Mixed wealth	Mar 27, 2018	n/a	yes	MIAMI, FL	Current employment
D•••••• W••••• M••••••••• L••	Asset manager	Aug 30, 2016	Feb 26, 2018	no	New York, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D•••••• W••••• M••••••••• L••	I••••••• A••••••• S•••••••• L••	Feb 26, 2018	Mar 27, 2018	29	Firm change	Other
B••••••• G••••• A•••••••• I•••	D•••••• W••••• M••••••••• L••	Mar 7, 2016	Aug 30, 2016

Relationships

Registered with (5)

→ I••••••• A••••••• S•••••••• L••Registered adviserregistration: current employment
Mar 27, 2018 to presentfactForm ADV
→ D•••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Aug 30, 2016 to Feb 26, 2018factForm ADV
→ B••••••• G••••• A•••••••• I•••Registered adviserregistration: previous registration
Mar 14, 2014 to Mar 7, 2016factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fa2375b4-6c83-500a-501d-961ca3375c1e
First observed: Mar 2, 2005
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.