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

M••••• C•••

C•••••••• G••••• M•••••• I•••BD affiliatedMiami, Fldual registrantIAPD 6805489

Feed of 09/14/2026

Also filed as Maggy Perez

At current firm

0 y

since Nov 24, 2025

In the industry

10 y

since Mar 1, 2016 (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

C•••••••• G••••• M•••••• I••• BD affiliated current
since Nov 24, 2025 · Miami, Fl
W•••• F•••• A••••••• wirehouse
Oct 18, 2023 to Dec 3, 2025 · Miami, Fl
W•••• F•••• A••••••• wirehouse
Feb 27, 2023 to Nov 12, 2025 · Miami, Fl
J••• M••••• S••••••••• L•• wirehouse
Apr 10, 2019 to Oct 15, 2022 · Coral Gables, Fl
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Oct 17, 2017 to Apr 3, 2019 · Miami, Fl

Moves

a registration end followed by a registration begin elsewhere

W•••• F•••• A••••••• to C•••••••• G••••• M•••••• I•••
left Dec 3, 2025, registered Nov 24, 2025 (-9 days) · Wirehouse to affiliated broker-dealer or bank
W•••• F•••• A••••••• to W•••• F•••• A•••••••
left Nov 12, 2025, registered Oct 18, 2023 (-756 days) · channel change inside one enterprise, not a move · moved with a team
J••• M••••• S••••••••• L•• to W•••• F•••• A•••••••
left Oct 15, 2022, registered Feb 27, 2023 (135 days) · Wirehouse to wirehouse
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to J••• M••••• S••••••••• L••
left Apr 3, 2019, registered Apr 10, 2019 (7 days) · Wirehouse to wirehouse · moved with a team

Signals

M••••• C••• left W•••• F•••• A••••••• for C•••••••• G••••• M•••••• I••• (registered 2025-11-24)
Dec 3, 2025 · Advisor changed firm · fact
M••••• C••• left J••• M••••• S••••••••• L•• for W•••• F•••• A••••••• (registered 2023-02-27)
Oct 15, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address