DFX Intelligence

W•••••• K••• 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 / WealthAdvisor56 years in industry

W•••••• K••• B••••••

Advisor at T••••• S•••••••• I•••

Lake Kiowa, TX | COPPELL, 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 graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 14, 2015 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: T••••• S•••••••• I•••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Dec 1, 1969earliest registration or exam on IAPD
Years in industry: 56derivedfrom the industry start date
Years at current firm: 22derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••• S•••••••• I•••	Former SEC adviser	Oct 24, 2003	n/a	yes	Lake Kiowa, TX\|COPPELL, TX	Current employment
B••••••• L•••••• A•• N••• S••••••••• L•••	n/a	Oct 14, 2015	Nov 30, 2015	no	IRVING, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••• L•••••• A•• N••• S••••••••• L•••	n/a	Nov 30, 2015	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ T••••• S•••••••• I•••Registered adviserregistration: current employment
Oct 24, 2003 to presentfactForm ADV
→ B••••••• L•••••• A•• N••• S••••••••• L•••Registered adviserregistration: previous registration
Oct 14, 2015 to Nov 30, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 14, 2015
Last observed: Sep 14, 2026 9 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.