DFX Intelligence

C•••••• S•••• 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 / WealthAdvisorChartered Financial Analyst41 years in industry

C•••••• S•••• B••••••

Advisor at B•••••• B•••••••• I•••

DALLAS, 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:1a3db46f-1643-ae00-cba5-c2e92481fda4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 22, 1995 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•••••• B•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 1984earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••• B•••••••• I•••	I•••••••••_WEALTH	Apr 8, 2020	n/a	yes	DALLAS, TX	Current employment
M••••••• I••••••••• N•••••• I•••	Bd affiliated wealth	Feb 22, 1995	Nov 19, 2019	no	DALLAS, TX\|DALLAS, TX\|DALLAS, TX\|DALLAS, TX\|DALLAS, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••• I••••••••• N•••••• I•••	B•••••• B•••••••• I•••	Nov 19, 2019	Apr 8, 2020	141	Firm change	Ibd to new firm

Relationships

Registered with (2)

→ B•••••• B•••••••• I•••Registered adviserregistration: current employment
Apr 8, 2020 to presentfactForm ADV
→ M••••••• I••••••••• N•••••• I•••Registered adviserregistration: previous registration
Feb 22, 1995 to Nov 19, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1a3db46f-1643-ae00-cba5-c2e92481fda4
First observed: Feb 22, 1995
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.