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

M••••• R•••• C•••••

L•• F•••••••• L••BD affiliatedPort Orange, Fl dual registrantIAPD 5807410

Feed of 09/15/2026

Also filed as M••••• Ignacio R••••-C•••••

At current firm

0 y

since Dec 3, 2025

In the industry

16 y

since Aug 7, 2010 (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

L•• F•••••••• L•• BD affiliated current
since Dec 3, 2025 · Port Orange, Fl
C••••• I••••••••• A••••••• L•• BD affiliated
Mar 4, 2024 to Dec 4, 2025 · Port Orange, Fl
C••••• A••••••• L•• former
Nov 18, 2021 to Mar 21, 2024 · Houston, Tx
C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated
Oct 18, 2013 to Nov 23, 2021 · Port Orange, Fl
M••••• S•••••• wirehouse
Jan 30, 2012 to Oct 23, 2013 · Deland, Fl
E••••• J•••• national BD
Aug 10, 2010 to Jan 17, 2012 · Port Orange, Fl

Moves

a registration end followed by a registration begin elsewhere

C••••• I••••••••• A••••••• L•• to L•• F•••••••• L••
left Dec 4, 2025, registered Dec 3, 2025 (-1 days) · Affiliated broker-dealer or bank to another
C••••• A••••••• L•• to C••••• I••••••••• A••••••• L••
left Mar 21, 2024, registered Mar 4, 2024 (-17 days) · corporate re-registration, not a move
C•••••••• I••••••••• R••••••• A•••••••• I••• to C••••• A••••••• L••
left Nov 23, 2021, registered Nov 18, 2021 (-5 days) · Affiliated broker-dealer or bank to another
M••••• S•••••• to C•••••••• I••••••••• R••••••• A•••••••• I•••
left Oct 23, 2013, registered Oct 18, 2013 (-5 days) · Other
E••••• J•••• to M••••• S••••••
left Jan 17, 2012, registered Jan 30, 2012 (13 days) · Affiliated broker-dealer or bank to wirehouse

Signals

M••••• R•••• C••••• left C••••• I••••••••• A••••••• L•• for L•• F•••••••• L•• (registered 2025-12-03)
Dec 4, 2025 · 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: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address