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

S••••••• R••••••

J••• M••••• S••••••••• L••wirehouseMiami, Fldual registrantIAPD 5582224

Feed of 09/14/2026

Also filed as S••••••• R•••••• Camacho

At current firm

1 y

since May 6, 2025

In the industry

17 y

since Jun 16, 2009 (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

J••• M••••• S••••••••• L•• wirehouse current
since May 6, 2025 · Miami, Fl
C•••••••• G••••• M•••••• I••• BD affiliated
May 16, 2022 to Apr 24, 2025 · Miami, Fl
M••••• S•••••• wirehouse
May 3, 2021 to May 6, 2022 · Miami, Fl
H••• S••••••••• •••• I••• BD affiliated
Apr 20, 2018 to Jan 16, 2020 · Miami, Fl
C•••••••• G••••• M•••••• I••• BD affiliated
Apr 14, 2014 to Apr 12, 2018 · Miami, Fl
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Jun 23, 2009 to Mar 15, 2014 · Miami, Fl

Moves

a registration end followed by a registration begin elsewhere

C•••••••• G••••• M•••••• I••• to J••• M••••• S••••••••• L••
left Apr 24, 2025, registered May 6, 2025 (12 days) · Affiliated broker-dealer or bank to wirehouse
M••••• S•••••• to C•••••••• G••••• M•••••• I•••
left May 6, 2022, registered May 16, 2022 (10 days) · Wirehouse to affiliated broker-dealer or bank
H••• S••••••••• •••• I••• to M••••• S••••••
left Jan 16, 2020, registered May 3, 2021 (473 days) · Affiliated broker-dealer or bank to wirehouse
C•••••••• G••••• M•••••• I••• to H••• S••••••••• •••• I•••
left Apr 12, 2018, registered Apr 20, 2018 (8 days) · Affiliated broker-dealer or bank to another
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to C•••••••• G••••• M•••••• I•••
left Mar 15, 2014, registered Apr 14, 2014 (30 days) · Other

Signals

S••••••• R•••••• left C•••••••• G••••• M•••••• I••• for J••• M••••• S••••••••• L•• (registered 2025-05-06)
Apr 24, 2025 · Advisor changed firm · fact
S••••••• R•••••• left M••••• S•••••• for C•••••••• G••••• M•••••• I••• (registered 2022-05-16)
May 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: Wirehousederived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address