DFX Intelligence

C••••• M• R••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant10 years in industry

C••••• M• R••••

Advisor at B••• W••••• M•••••••••

Sanford, NC | LAKEWOOD RANCH, FL

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Search this name across graphsid dfx:ria:096d7ef5-b627-f51e-c800-28fc689eb7fe

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Aug 10, 2021 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••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• W••••• M•••••••••	Independent wealth	Aug 28, 2026	n/a	yes	Sanford, NC\|LAKEWOOD RANCH, FL	Current employment
C•• W••••• M•••••••••	Independent wealth	Oct 10, 2024	Aug 13, 2026	no	OLNEY, MD\|JACKSONVILLE, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•• W••••• M•••••••••	B••• W••••• M•••••••••	Aug 13, 2026	Aug 28, 2026	15	Firm change	RIA to RIA
E•••• S••••••••• L••	C•• W••••• M•••••••••	Sep 24, 2024	Oct 10, 2024

Relationships

Registered with (3)

→ B••• W••••• M•••••••••Registered adviserregistration: current employment
Aug 28, 2026 to presentfactForm ADV
→ C•• W••••• M•••••••••Registered adviserregistration: previous registration
Oct 10, 2024 to Aug 13, 2026factForm ADV
→ E•••• S••••••••• L••Registered adviserregistration: previous registration
Aug 10, 2021 to Sep 24, 2024factForm ADV

Dated events

Occurred
Aug 13, 2026
Advisor changed firm
C••••• M• R•••• left C•• W••••• M••••••••• for B••• W••••• M••••••••• (registered 2026-08-28)
Form ADVobserved 7 days ago
Occurred
Sep 24, 2024
Advisor changed firm
C••••• M• R•••• left E•••• S••••••••• L•• for C•• W••••• M••••••••• (registered 2024-10-10)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:096d7ef5-b627-f51e-c800-28fc689eb7fe
First observed: Aug 10, 2021
Last observed: Sep 15, 2026 7 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.