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

S••••••• J••• A•••••••

P•• A•••• M••••••••• C•••mixed wealthMiami, Fl IA-onlyIAPD 5953809

Feed of 09/15/2026

Also filed as Santiago J Arbelaez

At current firm

1 y

since Oct 3, 2024

In the industry

13 y

since Apr 2, 2013 (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

P•• A•••• M••••••••• C••• mixed wealth current
since Oct 3, 2024 · Miami, Fl
M••••• G••••• L•• state registered
Aug 5, 2020 to Nov 22, 2024 · Brickell, Fl
H••• S••••••••• •••• I••• BD affiliated
Jan 9, 2018 to Jun 5, 2020 · Miami, Fl
E•••••••• A•••••••• L•• national BD
Feb 1, 2016 to Jul 11, 2016 · Miami, Fl
B••••••• G••••• A•••••••• I••• unclassified
May 2, 2013 to Jan 30, 2014 · Miami, Fl

Moves

a registration end followed by a registration begin elsewhere

M••••• G••••• L•• to P•• A•••• M••••••••• C•••
left Nov 22, 2024, registered Oct 3, 2024 (-50 days) · Other
H••• S••••••••• •••• I••• to M••••• G••••• L••
left Jun 5, 2020, registered Aug 5, 2020 (61 days) · Affiliated broker-dealer or bank to a state-registered adviser
E•••••••• A•••••••• L•• to H••• S••••••••• •••• I•••
left Jul 11, 2016, registered Jan 9, 2018 (547 days) · Other
B••••••• G••••• A•••••••• I••• to E•••••••• A•••••••• L••
left Jan 30, 2014, registered Feb 1, 2016 (732 days) · Other

Signals

Santiago Jose Arbelaez left Mellig Group, Llc for Pvg Asset Management Corp (registered 2024-10-03)
Nov 22, 2024 · 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: Wealth manager with institutional or fund businessderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address