RIA Intelligence

Professional profile

LINKEDIN.COM/IN/M••••-Y••••••-CPWA%C2%AE-CFP%C2%AE-CHFC-4A349127reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• G•••••• W••••• M••••••••• I••• former current
  since May 24, 2011 · Coral Gables, Fl
• S••• W•••• F•••••••• P••••••• L•• unclassified
  Jan 6, 2011 to Nov 30, 2011 · Plano, Tx
• S••••••••• A•••••• A•••••••• I••• former
  Nov 14, 2003 to Jun 16, 2010 · Plano, Tx
• V••••••• I••••••••• A•••••••• I••• unclassified
  Jun 7, 2001 to Nov 4, 2003 · Miami Lakes, Fl

• S••• W•••• F•••••••• P••••••• L•• to G•••••• W••••• M••••••••• I•••
  left Nov 30, 2011, registered May 24, 2011 (-190 days) · Other
• S••••••••• A•••••• A•••••••• I••• to S••• W•••• F•••••••• P••••••• L••
  left Jun 16, 2010, registered Jan 6, 2011 (204 days) · Other
• V••••••• I••••••••• A•••••••• I••• to S••••••••• A•••••• A•••••••• I•••
  left Nov 4, 2003, registered Nov 14, 2003 (10 days) · Other

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Former SEC-registered adviserderived

Years in industry

39derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address