DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

B•••• N•••••••••

Advisor at B•••••••• I••••••••• G••••

HIGHLAND, NY | PHOENIX, AZ

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 6, 2021 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•••••••• I••••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 8, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• I••••••••• G••••	Independent wealth	Apr 4, 2025	n/a	yes	HIGHLAND, NY\|PHOENIX, AZ	Current employment
R•••••• P•••••• W•••••	Former SEC adviser	Jul 15, 2022	Mar 28, 2025	no	PHOENIX, AZ\|HIGHLAND, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• P•••••• W•••••	B•••••••• I••••••••• G••••	Mar 28, 2025	Apr 4, 2025	7	Bulk transfer	RIA to RIA
B••••••••• C•••••• M••••••••• L••	R•••••• P•••••• W•••••	Jul 15, 2022	Jul 15, 2022

Relationships

Registered with (3)

→ B•••••••• I••••••••• G••••Registered adviserregistration: current employment
Apr 4, 2025 to presentfactForm ADV
→ R•••••• P•••••• W•••••Registered adviserregistration: previous registration
Jul 15, 2022 to Mar 28, 2025factForm ADV
→ B••••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Apr 6, 2021 to Jul 15, 2022factForm ADV

Dated events

Order

Occurred
15 Jul 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 6, 2021
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.