DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)26 years in industry

L•••••• D••••

Advisor at B••••• C•••••• M••••••••• I•••

Wesley Chapel, FL | DAYTON, OH

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Search this name across graphsid dfx:ria:2a3166db-b511-c469-9729-eb9565852905

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Nov 16, 2018 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••••••••• I•••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Nov 18, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• C•••••• M••••••••• I•••	Mixed wealth	Nov 22, 2022	n/a	yes	Wesley Chapel, FL\|DAYTON, OH	Current employment
F••••••• P••• I••••••••• L••	Mixed wealth	Nov 16, 2018	Sep 28, 2022	no	Bloomfield Hills, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••••• P••• I••••••••• L••	B••••• C•••••• M••••••••• I•••	Sep 28, 2022	Nov 22, 2022	55	Firm change	RIA to RIA

Relationships

Registered with (2)

→ B••••• C•••••• M••••••••• I•••Registered adviserregistration: current employment
Nov 22, 2022 to presentfactForm ADV
→ F••••••• P••• I••••••••• L••Registered adviserregistration: previous registration
Nov 16, 2018 to Sep 28, 2022factForm ADV

Dated events

Occurred
Sep 28, 2022
Advisor changed firm
L•••••• D•••• left F••••••• P••• I••••••••• L•• for B••••• C•••••• M••••••••• I••• (registered 2022-11-22)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2a3166db-b511-c469-9729-eb9565852905
First observed: Nov 16, 2018
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.