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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

R••••• I• M•••••••

J••• M••••• S••••••••• L••wirehouseMiami, Fldual registrantIAPD 5402101

Feed of 09/14/2026

Also filed as Rafael Montilla

At current firm

2 y

since Apr 16, 2024

In the industry

14 y

since Mar 31, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

J••• M••••• S••••••••• L•• wirehouse current
since Apr 16, 2024 · Miami, Fl
C•••••••• G••••• M•••••• I••• BD affiliated
Aug 25, 2022 to Jan 31, 2024 · Washington, Dc
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Apr 25, 2016 to Aug 30, 2022 · Coral Gables, Fl
C•••••••• G••••• M•••••• I••• BD affiliated
May 1, 2014 to Apr 19, 2016 · Coral Gables, Fl
B••• I••••••••• S•••••••• I••• former
Nov 20, 2013 to Mar 26, 2014 · Charlotte, Nc

Moves

a registration end followed by a registration begin elsewhere

C•••••••• G••••• M•••••• I••• to J••• M••••• S••••••••• L••
left Jan 31, 2024, registered Apr 16, 2024 (76 days) · Affiliated broker-dealer or bank to wirehouse
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to C•••••••• G••••• M•••••• I•••
left Aug 30, 2022, registered Aug 25, 2022 (-5 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
C•••••••• G••••• M•••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Apr 19, 2016, registered Apr 25, 2016 (6 days) · Other
B••• I••••••••• S•••••••• I••• to C•••••••• G••••• M•••••• I•••
left Mar 26, 2014, registered May 1, 2014 (36 days) · Other

Signals

R••••• I• M••••••• left C•••••••• G••••• M•••••• I••• for J••• M••••• S••••••••• L•• (registered 2024-04-16)
Jan 31, 2024 · Advisor changed firm · fact
R••••• I• M••••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for C•••••••• G••••• M•••••• I••• (registered 2022-08-25)
Aug 30, 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: Wirehousederived
Years in industry: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address