DFX Intelligence

C••••••••• G•••• B••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner15 years in industry

C••••••••• G•••• B••••

Advisor at B••••••••• A•••• M••••••••• L••

ORANGE BEACH, AL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 12, 2011 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••••••••• A•••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 11, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••••• A•••• M••••••••• L••	State registered	Jan 5, 2024	n/a	yes	ORANGE BEACH, AL	Current employment
B••••••••• A•••• M••••••••• L••	State registered	Dec 14, 2017	Dec 31, 2023	no	ORANGE BEACH, AL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••• L••	B••••••••• A•••• M••••••••• L••	Jan 2, 2018	Dec 14, 2017	-19	Firm change	Other
M••••• S••••••	T••••• L••	Aug 31, 2016	Aug 16, 2016

Relationships

Registered with (4)

→ B••••••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Dec 14, 2017 to Dec 31, 2023factForm ADV
→ T••••• L••Registered adviserregistration: previous registration
Aug 16, 2016 to Jan 2, 2018factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Dec 6, 2012 to Aug 31, 2016factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 12, 2011
Last observed: Sep 14, 2026 10 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.