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

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RIA / WealthAdvisor29 years in industry

B•••••• V•••••• R•••••••

Advisor at S••••• M••••• F•••• M••••••••• C••••

Plano, TX | BOCA RATON, FL

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Search this name across graphsid dfx:ria:18c4b0e2-42de-904f-6581-228f5bfedb30

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jun 10, 2002 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: S••••• M••••• F•••• M••••••••• C••••
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 5, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
S••••• M••••• F•••• M••••••••• C••••	Institutional manager	Jun 6, 2025	n/a	yes	BOCA RATON, FL\|Plano, TX	Current employment
A••••••• A••••••• S•••••••• L••	Bd affiliated wealth	Nov 1, 2021	Apr 28, 2025	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• A••••••• S•••••••• L••	S••••• M••••• F•••• M••••••••• C••••	Apr 28, 2025	Jun 6, 2025	39	Firm change	Other
A••••••• A••••••• S•••••••	A••••••• A••••••• S•••••••• L••	Nov 1, 2021

Relationships

Registered with (7)

→ S••••• M••••• F•••• M••••••••• C••••Registered adviserregistration: current employment
Jun 6, 2025 to presentfactForm ADV
→ A••••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Nov 1, 2021 to Apr 28, 2025factForm ADV
→ A••••••• A••••••• S•••••••Registered adviserregistration: previous registration
Jul 30, 2020 to Nov 1, 2021factForm ADV
→ N•••••• G•••• C••••••••• L••

Dated events

Occurred
Apr 28, 2025
Advisor changed firm
B•••••• V•••••• R••••••• left A••••••• A••••••• S•••••••• L•• for S••••• M••••• F•••• M••••••••• C•••• (registered 2025-06-06)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:18c4b0e2-42de-904f-6581-228f5bfedb30
First observed: Jun 10, 2002
Last observed: Sep 15, 2026 6 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.