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

G•••••• B•••••• M••••••

B••••• G••••• A•••• M•••••••••BD affiliatedMiami, Fl dual registrantIAPD 4097242

Feed of 09/14/2026

Also filed as Gisselle D M••••••

At current firm

4 y

since Aug 15, 2022

In the industry

23 y

since Aug 23, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

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••••• G••••• A•••• M••••••••• BD affiliated current
since Aug 15, 2022 · Miami, Fl
M••• C•••••• M••••••••• L•• independent RIA
Aug 2, 2017 to Sep 6, 2022 · Miami, Fl
M••••• S•••••• wirehouse
Jan 28, 2016 to Apr 20, 2017 · Coral Gables, Fl
W•••• F•••• A••••••• wirehouse
Aug 8, 2013 to Oct 21, 2015 · Coral Gables, Fl
U•• F•••••••• S••••••• I••• wirehouse
Jan 1, 2010 to Feb 2, 2012 · Miami, Fl
U•• I••••••••• I••• unclassified
Aug 23, 2006 to Jan 1, 2010 · Miami, Fl
A•••• O•• F•••••••• A•••••••• L•• former
May 23, 2006 to Jul 10, 2006 · Miami, Fl
B••• O• A•••••• I••••••••• S•••••••• I••• unclassified
Feb 23, 2005 to Apr 20, 2006 · Miami, Fl
C•••••••• G••••• M•••••• I••• BD affiliated
Sep 10, 2004 to Jan 10, 2005 · Miami , Fl
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Mar 11, 2004 to Sep 21, 2004 · Miami, Fl

Moves

a registration end followed by a registration begin elsewhere

M••• C•••••• M••••••••• L•• to B••••• G••••• A•••• M•••••••••
left Sep 6, 2022, registered Aug 15, 2022 (-22 days) · RIA to RIA
M••••• S•••••• to M••• C•••••• M••••••••• L••
left Apr 20, 2017, registered Aug 2, 2017 (104 days) · Other
W•••• F•••• A••••••• to M••••• S••••••
left Oct 21, 2015, registered Jan 28, 2016 (99 days) · Wirehouse to wirehouse · moved with a team
U•• F•••••••• S••••••• I••• to W•••• F•••• A•••••••
left Feb 2, 2012, registered Aug 8, 2013 (553 days) · Wirehouse to wirehouse
U•• I••••••••• I••• to U•• F•••••••• S••••••• I•••
left Jan 1, 2010, registered Jan 1, 2010 (0 days) · corporate re-registration, not a move
A•••• O•• F•••••••• A•••••••• L•• to U•• I••••••••• I•••
left Jul 10, 2006, registered Aug 23, 2006 (44 days) · Other
B••• O• A•••••• I••••••••• S•••••••• I••• to A•••• O•• F•••••••• A•••••••• L••
left Apr 20, 2006, registered May 23, 2006 (33 days) · Other
C•••••••• G••••• M•••••• I••• to B••• O• A•••••• I••••••••• S•••••••• I•••
left Jan 10, 2005, registered Feb 23, 2005 (44 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to C•••••••• G••••• M•••••• I•••
left Sep 21, 2004, registered Sep 10, 2004 (-11 days) · Other

Signals

G•••••• B•••••• M•••••• left M••• C•••••• M••••••••• L•• for B••••• G••••• A•••• M••••••••• (registered 2022-08-15)
Sep 6, 2022 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address