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RIA Intelligence
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Feed of 09/15/2026
Also filed as Luz Edesa Felix
At current firm
4 y
since Jul 15, 2022
In the industry
22 y
since Jul 1, 2004 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- O••••••••• institutional currentsince Jul 15, 2022 · Tampa, Fl
- F••••• I••••••••• independent RIAMar 16, 2021 to Jun 9, 2022 · Tampa, Fl
Moves
a registration end followed by a registration begin elsewhere
- F••••• I••••••••• to O•••••••••left Jun 9, 2022, registered Jul 15, 2022 (36 days) · Other
Signals
- L•• E•••• P•••••• left F••••• I••••••••• for Onedigital (registered 2022-07-15)Jun 9, 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
- Institutional managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address