DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)18 years in industry

B•••••• T••••• V•••••••

Advisor at C•••••• H••• I••••••••• M••••••••• I•••

DENVER, CO

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 7, 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: C•••••• H••• I••••••••• M••••••••• I•••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Jun 10, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• H••• I••••••••• M••••••••• I•••	Other adviser	Dec 9, 2021	n/a	yes	DENVER, CO	Current employment
B•• F•••••••• A•••• M••••••••• I•••	Former SEC adviser	Feb 4, 2015	Dec 14, 2021	no	HOUSTON, TX\|HOUSTON, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•• F•••••••• A•••• M••••••••• I•••	C•••••• H••• I••••••••• M••••••••• I•••	Dec 14, 2021	Dec 9, 2021	-5	Channel change	Other
J••• M••••• S••••••••• L••	B•• F•••••••• A•••• M••••••••• I•••	Feb 11, 2015	Feb 4, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
106507:110774:TX:2021-12-14	Dec 14, 2021	Dec 9, 2021	HOUSTON, TX	Firm change

Relationships

Registered with (4)

→ C•••••• H••• I••••••••• M••••••••• I•••Registered adviserregistration: current employment
Dec 9, 2021 to presentfactForm ADV
→ B•• F•••••••• A•••• M••••••••• I•••Registered adviserregistration: previous registration
Feb 4, 2015 to Dec 14, 2021factForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Apr 26, 2013 to Feb 11, 2015factForm ADV
→ S•••••••• A••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Dec 7, 2011
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.