DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

R••••• S••••••• S•••

Advisor at B••• F•••••••• G••••

SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:35209e0f-02a6-0686-b868-6b92e19c6078

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jun 22, 2020 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•••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• F•••••••• G••••	Independent wealth	Sep 27, 2023	n/a	yes	SAN FRANCISCO, CA	Current employment
Y•••• B••• I•••	Independent wealth	Nov 9, 2021	Sep 22, 2023	no	VIENNA, VA\|SAN FRANCISCO, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
Y•••• B••• I•••	B••• F•••••••• G••••	Sep 22, 2023	Sep 27, 2023	5	Firm change	RIA to RIA
F•• W••••• M•••••••••	Y•••• B••• I•••	Oct 1, 2021	Nov 9, 2021

Relationships

Registered with (3)

→ B••• F•••••••• G••••Registered adviserregistration: current employment
Sep 27, 2023 to presentfactForm ADV
→ Y•••• B••• I•••Registered adviserregistration: previous registration
Nov 9, 2021 to Sep 22, 2023factForm ADV
→ F•• W••••• M•••••••••Registered adviserregistration: previous registration
Jun 22, 2020 to Oct 1, 2021factForm ADV

Dated events

Occurred
Sep 22, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:35209e0f-02a6-0686-b868-6b92e19c6078
First observed: Jun 22, 2020
Last observed: Sep 14, 2026 9 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.