DFX Intelligence

V••••• M•••• H••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner26 years in industry

V••••• M•••• H••••••••

Advisor at B•• C•••••• A•••••••• L••

VIRGINIA BEACH, VA | Chesapeake, VA

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Search this name across graphsid dfx:ria:0278608e-367f-0c5e-dd3a-23f7eb5c4359

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 13, 2001 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Current firm: B•• C•••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 19, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•• C•••••• A•••••••• L••	Independent wealth	Apr 6, 2022	n/a	yes	VIRGINIA BEACH, VA\|Chesapeake, VA	Current employment
H•••••••• F•••••••• S•••••••• L••	n/a	Aug 26, 2005	Apr 5, 2022	no	CHESAPEAKE, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H•••••••• F•••••••• S•••••••• L••	B•• C•••••• A•••••••• L••	Apr 5, 2022	Apr 6, 2022	1	Firm change	Other
N•• A•••••• S•••••••• L••	H•••••••• F•••••••• S•••••••• L••	Aug 12, 2005	Aug 26, 2005

Relationships

Registered with (4)

→ B•• C•••••• A•••••••• L••Registered adviserregistration: current employment
Apr 6, 2022 to presentfactForm ADV
→ H•••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Aug 26, 2005 to Apr 5, 2022factForm ADV
→ N•• A•••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 2, 2005 to Aug 12, 2005factForm ADV
→ P•••• S••••••••• L••Registered adviser

Dated events

Occurred
Apr 5, 2022
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0278608e-367f-0c5e-dd3a-23f7eb5c4359
First observed: Jun 13, 2001
Last observed: Sep 15, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
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.