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.
Registered advisor
Marylin Milagro Gonzalez
Feed of 09/14/2026
Also filed as Marylin Milagro Sanchez
At current firm
1 y
since Jun 26, 2025
In the industry
24 y
since Nov 28, 2001 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Truist Advisory Services, Inc. BD affiliated currentsince Jun 26, 2025 · Coral Gables, Fl
- Truist Advisory Services, Inc. BD affiliatedOct 31, 2016 to Dec 6, 2023 · Miami, Fl
- Suntrust Investment Services, Inc. formerOct 24, 2016 to Dec 31, 2016 · Coral Gables, Fl
- Barclays Capital Inc. formerJan 21, 2009 to Dec 15, 2015 · Miami, Fl
- Lehman Brothers Inc. unclassifiedApr 7, 2008 to Oct 15, 2008 · Miami, Fl
Moves
a registration end followed by a registration begin elsewhere
- Suntrust Investment Services, Inc. to Truist Advisory Services, Inc.left Dec 31, 2016, registered Oct 31, 2016 (-61 days) · corporate re-registration, not a move
- Barclays Capital Inc. to Suntrust Investment Services, Inc.left Dec 15, 2015, registered Oct 24, 2016 (314 days) · Other
- Lehman Brothers Inc. to Barclays Capital Inc.left Oct 15, 2008, registered Jan 21, 2009 (98 days) · corporate re-registration, not a move
Signals
No dated event on this person.
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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address