DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

B••••• E•••••••• B••••••••

Advisor at R••• W••••• P•••••••

SUNSET VALLEY, TX | Austin, TX

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Search this name across graphsid dfx:ria:410f4fdc-e169-9ba6-6960-55fdf445fbe6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Sep 12, 2017 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: R••• W••••• P•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 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: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••• W••••• P•••••••	State registered	Nov 16, 2023	n/a	yes	Austin, TX\|SUNSET VALLEY, TX	Current employment
D••••••••• F••• A••••••• L•	Asset manager	Sep 12, 2017	Sep 11, 2023	no	AUSTIN, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D••••••••• F••• A••••••• L•	R••• W••••• P•••••••	Sep 11, 2023	Nov 16, 2023	66	Firm change	Other

Relationships

Registered with (2)

→ R••• W••••• P•••••••Registered adviserregistration: current employment
Nov 16, 2023 to presentfactForm ADV
→ D••••••••• F••• A••••••• L•Registered adviserregistration: previous registration
Sep 12, 2017 to Sep 11, 2023factForm ADV

Dated events

Occurred
Sep 11, 2023
Advisor changed firm
B••••• E•••••••• B•••••••• left D••••••••• F••• A••••••• L• for R••• W••••• P••••••• (registered 2023-11-16)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:410f4fdc-e169-9ba6-6960-55fdf445fbe6
First observed: Sep 12, 2017
Last observed: Sep 15, 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.