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G••••• D•••••• B••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)45 years in industry

G••••• D•••••• B••••

Advisor at B•••• F•••••••• A•••••••• I•••

ROCKFORD, IL | Austin, TX

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Search this name across graphsid dfx:ria:224253a4-ec72-af63-1ef2-3826d9eeea30

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Dec 10, 1998 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: B•••• F•••••••• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 1, 1980earliest registration or exam on IAPD
Years in industry: 45derivedfrom the industry start date
Years at current firm: 5derivedfrom 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
B•••• F•••••••• A•••••••• I•••	Independent wealth	Oct 8, 2020	n/a	yes	ROCKFORD, IL\|Austin, TX	Current employment
B•••• F•••••••• A•••••••• I•••	Independent wealth	Dec 23, 2015	Dec 31, 2017	no

Relationships

Registered with (1)

→ B•••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Dec 23, 2015 to Dec 31, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:224253a4-ec72-af63-1ef2-3826d9eeea30
First observed: Dec 10, 1998
Last observed: Sep 15, 2026 7 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.