DFX Intelligence

C••••• E• O•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor11 years in industry

C••••• E• O•••••

Advisor at B••• C•••••• M••••••••• L••

AUSTIN, TX

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Search this name across graphsid dfx:ria:294734fd-e9c7-bbdf-0fbb-0f385539d05a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Dec 7, 2022 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••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• C•••••• M••••••••• L••	Independent wealth	Jan 7, 2025	n/a	yes	AUSTIN, TX	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Dec 7, 2022	Dec 19, 2024	no	Austin, TX\|AUSTIN, TX\|CHICAGO, IL\|AUSTIN, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	B••• C•••••• M••••••••• L••	Dec 19, 2024	Jan 7, 2025	19	Firm change	Wirehouse to RIA

Relationships

Registered with (2)

→ B••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Jan 7, 2025 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Dec 7, 2022 to Dec 19, 2024factForm ADV

Dated events

Occurred
Dec 19, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:294734fd-e9c7-bbdf-0fbb-0f385539d05a
First observed: Dec 7, 2022
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.