S•••••• B•••••• S••••••

Founder, Director Of Financial Planning, Chief Compliance Officer, C••••••••• C•••••• A•••••••

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Search this name across graphsid dfx:pe:c393c68c-d13a-4322-9940-20d1ad452f14

Data as of Sep 17, 2026 (this record's last observation) from Sworn filings; Announcements; Limited partners. Page built Sep 23, 2026, 8:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: n/a to Sep 17, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

S•••••• B•••••• S••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current organization: C••••••••• C•••••• A•••••••
Title: ••• Locked
Current roles: 2
Past roles: 0
Attributed transactions: 0
Confirmed attributions: 0
Board seats: 0

Relationships

Employs (1)

← C••••••••• C•••••• A•••••••FirmFounder, Director Of Financial Planning, Chief Compliance Officer
Mar 1, 2013 to presentfactForm ADV, The subject's own site

Dated events

No dated event names this entity yet.

Provenance

Graph: Private Equity
Canonical id: dfx:pe:c393c68c-d13a-4322-9940-20d1ad452f14
First observed: n/a
Last observed: Sep 17, 2026 5 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.