DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

B•••••• C• R•••••

Advisor at M••••• S••••••

Miami, FL

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Search this name across graphsid dfx:ria:ffd25279-87ea-2bcf-41bb-c86ab1f5389b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 12, 2016 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: M••••• S••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Feb 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	Jun 11, 2021	n/a	yes	Miami, FL	Current employment
W•••• F•••• A•••••••	Wirehouse	Aug 20, 2020	May 17, 2021	no	MIAMI, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	M••••• S••••••	May 17, 2021	Jun 11, 2021	25	Firm change	Wirehouse to wirehouse
I••• I••••••••• S••••••••• I•••	W•••• F•••• A•••••••	Sep 5, 2019	Aug 20, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:149777:FL:2021-03-02	May 17, 2021	Jun 11, 2021	MIAMI, FL	Firm change

Relationships

Registered with (5)

→ M••••• S••••••Registered adviserregistration: current employment
Jun 11, 2021 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Aug 20, 2020 to May 17, 2021factForm ADV
→ I••• I••••••••• S••••••••• I•••Registered adviserregistration: previous registration
Oct 26, 2018 to Sep 5, 2019factForm ADV
→ H••••• I•••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ffd25279-87ea-2bcf-41bb-c86ab1f5389b
First observed: Jul 12, 2016
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.