DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)16 years in industry

E•••• B••••• B•••••

Advisor at V••••• A•••• M•••••••••

RALEIGH, NC | DURHAM, NC

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Search this name across graphsid dfx:ria:2e008cf4-d9ca-6334-5b45-ac0e99fd4faf

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 14, 2014 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: V••••• A•••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 24, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••• A•••• M•••••••••	Independent wealth	Jul 7, 2020	n/a	yes	DURHAM, NC\|RALEIGH, NC	Current employment
B••• S••••••••• L••	Former SEC adviser	Dec 6, 2016	Jun 19, 2020	no	RALEIGH, NC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••• S••••••••• L••	V••••• A•••• M•••••••••	Jun 19, 2020	Jul 7, 2020	18	Firm change	Ibd to RIA
M••••• S••••••	B••• S••••••••• L••	Nov 17, 2016	Dec 6, 2016

Relationships

Registered with (3)

→ V••••• A•••• M•••••••••Registered adviserregistration: current employment
Jul 7, 2020 to presentfactForm ADV
→ B••• S••••••••• L••Registered adviserregistration: previous registration
Dec 6, 2016 to Jun 19, 2020factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jul 14, 2014 to Nov 17, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2e008cf4-d9ca-6334-5b45-ac0e99fd4faf
First observed: Jul 14, 2014
Last observed: Sep 15, 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.