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

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RIA / WealthAdvisor22 years in industry

B•••• M•••• R••••

Advisor at R•••• W••••• M•••••••••

CHESAPEAKE, VA

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Search this name across graphsid dfx:ria:2f958667-ed8c-5913-6fb7-842e193c66a9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Aug 30, 2004 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: R•••• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 28, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 18derivedfrom 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
R•••• W••••• M•••••••••	State registered	Jul 21, 2008	n/a	yes	CHESAPEAKE, VA	Current employment
W•••• C•••••• A•••••••• L••	Independent wealth	May 25, 2007	Jul 16, 2008	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• C•••••• A•••••••• L••	R•••• W••••• M•••••••••	Jul 16, 2008	Jul 21, 2008	5	Firm change	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	W•••• C•••••• A•••••••• L••	May 16, 2007

Relationships

Registered with (7)

→ R•••• W••••• M•••••••••Registered adviserregistration: current employment
Jul 21, 2008 to presentfactForm ADV
→ W•••• C•••••• A•••••••• L••Registered adviserregistration: previous registration
May 25, 2007 to Jul 16, 2008factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Nov 20, 2006 to May 16, 2007factForm ADV
→ S••••••• G•••• C••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2f958667-ed8c-5913-6fb7-842e193c66a9
First observed: Aug 30, 2004
Last observed: Sep 14, 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.