DFX Intelligence

R••••• V••••• B••••••: advisor on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor10 years in industry

R••••• V••••• B••••••

Advisor at B••••••••• W••••• M••••••••• L••

LEXINGTON, KY | AUSTIN, 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:13e91b1c-d82d-6efc-5fd9-f97427f18dd5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 21, 2025 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••••••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 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: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••••• W••••• M••••••••• L••	Independent wealth	Jun 24, 2026	n/a	yes	LEXINGTON, KY\|AUSTIN, TX	Current employment
J•••• F••••••••• L••	Former SEC adviser	Jan 21, 2025	Jul 8, 2026	no	LEXINGTON, KY\|LEXINGTON, KY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J•••• F••••••••• L••	B••••••••• W••••• M••••••••• L••	Jul 8, 2026	Jun 24, 2026	-14	Firm change	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
320791:152667:KY:2026-07-08	Jul 8, 2026	Jun 24, 2026	LEXINGTON, KY	Firm change

Relationships

Registered with (2)

→ B••••••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jun 24, 2026 to presentfactForm ADV
→ J•••• F••••••••• L••Registered adviserregistration: previous registration
Jan 21, 2025 to Jul 8, 2026factForm ADV

Dated events

Occurred
Jul 8, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:13e91b1c-d82d-6efc-5fd9-f97427f18dd5
First observed: Jan 21, 2025
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.