DFX Intelligence

G••• P•••••• T••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor45 years in industry

G••• P•••••• T••••••

Advisor at B• • V• A•••••••• L••

KINGWOOD, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Nov 20, 2001 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• • V• A•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 1, 1981earliest registration or exam on IAPD
Years in industry: 45derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B• • V• A•••••••• L••	State registered	Jan 2, 2009	n/a	yes	KINGWOOD, TX	Current employment
W••••• J•••••• W•••••	Independent wealth	Nov 20, 2001	Dec 31, 2008	no	HOUSTON, TX\|HOUSTON, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••• J•••••• W•••••	B• • V• A•••••••• L••	Dec 31, 2008	Jan 2, 2009	2	Firm change	Other

Relationships

Registered with (2)

→ B• • V• A•••••••• L••Registered adviserregistration: current employment
Jan 2, 2009 to presentfactForm ADV
→ W••••• J•••••• W•••••Registered adviserregistration: previous registration
Nov 20, 2001 to Dec 31, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Nov 20, 2001
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.