DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner21 years in industry

W•••••• B• F•••••

Advisor at F••••• W••••• A•••••••

RICHMOND, VA

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Search this name across graphsid dfx:ria:4133f0bf-ebf9-4208-3989-bf019c75645b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Aug 17, 2005 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: F••••• W••••• A•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 16, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••• W••••• A•••••••	State registered	Sep 7, 2011	n/a	yes	RICHMOND, VA	Current employment
B•••• F•••••••• S•••••••• L••	Independent wealth	Mar 9, 2010	Oct 3, 2011	no	MIDLOTHIAN, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••• F•••••••• S•••••••• L••	F••••• W••••• A•••••••	Oct 3, 2011	Sep 7, 2011	-26	Firm change	Other
A••••• P•••	B•••• F•••••••• S•••••••• L••	Apr 19, 2010	Mar 9, 2010

Relationships

Registered with (3)

→ F••••• W••••• A•••••••Registered adviserregistration: current employment
Sep 7, 2011 to presentfactForm ADV
→ B•••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 9, 2010 to Oct 3, 2011factForm ADV
→ A••••• P•••Registered adviserregistration: previous registration
Aug 17, 2005 to Apr 19, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4133f0bf-ebf9-4208-3989-bf019c75645b
First observed: Aug 17, 2005
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.