DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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Registered advisor

A•••••••• C••••

B•• S••••••••• I•••mixed wealthCoral Gables, Fldual registrantIAPD 3069730

Feed of 09/14/2026

Also filed as Alex Cesar

At current firm

0 y

since Jan 13, 2026

In the industry

28 y

since Aug 4, 1998 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

B•• S••••••••• I••• mixed wealth current
since Jan 13, 2026 · Coral Gables, Fl
B•• S••••••••• I••• mixed wealth
Feb 7, 2025 to Jan 12, 2026 · Coral Gables, Fl
C••••• I••••••••• A••••••• L•• BD affiliated
Nov 24, 2020 to Nov 26, 2024 · Miami, Fl
A••••• A•• P••••••• S••••••• BD affiliated
Oct 30, 2014 to Nov 13, 2020 · Coral Gables, Fl
J••• M••••• S••••••••• L•• wirehouse
Jun 18, 2013 to Oct 13, 2014 · Miami, Fl
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Nov 4, 2011 to May 1, 2013 · Doral, Fl
S••••••• I••••••••• S•••••••• I••• former
Aug 26, 2008 to Sep 19, 2011 · Coral Gables, Fl

Moves

a registration end followed by a registration begin elsewhere

C••••• I••••••••• A••••••• L•• to B•• S••••••••• I•••
left Nov 26, 2024, registered Feb 7, 2025 (73 days) · Affiliated broker-dealer or bank to independent RIA
A••••• A•• P••••••• S••••••• to C••••• I••••••••• A••••••• L••
left Nov 13, 2020, registered Nov 24, 2020 (11 days) · Affiliated broker-dealer or bank to another
J••• M••••• S••••••••• L•• to A••••• A•• P••••••• S•••••••
left Oct 13, 2014, registered Oct 30, 2014 (17 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to J••• M••••• S••••••••• L••
left May 1, 2013, registered Jun 18, 2013 (48 days) · Wirehouse to wirehouse
S••••••• I••••••••• S•••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Sep 19, 2011, registered Nov 4, 2011 (46 days) · Other

Signals

A•••••••• C•••• left C••••• I••••••••• A••••••• L•• for B•• S••••••••• I••• (registered 2025-02-07)
Nov 26, 2024 · Advisor changed firm · fact

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wealth manager with institutional or fund businessderived
Years in industry: 28derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address