DFX Intelligence

T•••• C•••••• S••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor11 years in industry

T•••• C•••••• S••••••••

Advisor at B••••••• F•••••••• P•••••••

Washington, DC | NEEDHAM, MA

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Search this name across graphsid dfx:ria:305fb3ac-c401-d88e-0110-c4f1753a2244

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 19, 2023 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••••••• F•••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 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••••••• F•••••••• P•••••••	Independent wealth	Aug 18, 2025	n/a	yes	Washington, DC\|NEEDHAM, MA	Current employment
T•• B•••	Former SEC adviser	Mar 19, 2023	Oct 9, 2023	no	THE WOODLANDS, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• B•••	B••••••• F•••••••• P•••••••	Oct 9, 2023	Aug 18, 2025	679	Firm change after gap	Other

Relationships

Registered with (2)

→ B••••••• F•••••••• P•••••••Registered adviserregistration: current employment
Aug 18, 2025 to presentfactForm ADV
→ T•• B•••Registered adviserregistration: previous registration
Mar 19, 2023 to Oct 9, 2023factForm ADV

Dated events

Occurred
Oct 9, 2023
Advisor changed firm
T•••• C•••••• S•••••••• left T•• B••• for B••••••• F•••••••• P••••••• (registered 2025-08-18)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:305fb3ac-c401-d88e-0110-c4f1753a2244
First observed: Mar 19, 2023
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.