C••••• T•••••

Advisor at B••••••••• F•••••••• M••••••••• ••• L••

Houston, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0e45c5ba-c815-7234-2fdd-51ee0e67a035

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 5
On other graphs: 0
Observed: Mar 15, 2023 to Sep 14, 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••••••••• F•••••••• M••••••••• ••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 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: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••••• F•••••••• M••••••••• ••• L••	Independent wealth	Oct 19, 2025	n/a	yes	Houston, TX	Current employment
H••••• W•••••	Independent wealth	May 6, 2025	Oct 17, 2025	no	ORLANDO, FL\|Austin, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••• W•••••	B••••••••• F•••••••• M••••••••• ••• L••	Oct 17, 2025	Oct 19, 2025	2	Firm change	RIA to RIA
F•••• C•••••• ••••• L••	H••••• W•••••	Apr 30, 2025	May 6, 2025

Relationships

Registered with (4)

→ B••••••••• F•••••••• M••••••••• ••• L••Registered adviserregistration: previous registration
Aug 1, 2024 to Aug 29, 2024factForm ADV
→ H••••• W•••••Registered adviserregistration: previous registration
May 6, 2025 to Oct 17, 2025factForm ADV
→ F•••• C•••••• ••••• L••Registered adviserregistration: previous registration
Oct 1, 2024 to Apr 30, 2025factForm ADV
→ A•••••• W••••• M••••••••• L••

Dated events

Occurred
Oct 17, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Apr 30, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Aug 29, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Jul 29, 2024
Advisor changed firm

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0e45c5ba-c815-7234-2fdd-51ee0e67a035
First observed: Mar 15, 2023
Last observed: Sep 14, 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.