DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

B•••• A•••• B•••

Advisor at B••• F•••••••• P•••••••

SOUTH LYON, MI

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Sep 5, 2017 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: state registeredderived
Book size: not public••• Locked
Industry start: Sep 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• F•••••••• P•••••••	State registered	Nov 18, 2024	n/a	yes	SOUTH LYON, MI	Current employment
T••••• W••••• P•••••••• L••	Independent wealth	Apr 17, 2023	Jun 20, 2023	no	South Lyon, MI\|IRVINE, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••• W••••• P•••••••• L••	B••• F•••••••• P•••••••	Jun 20, 2023	Nov 18, 2024	517	Firm change after gap	RIA to state RIA
O••••• I••••••••• A••••••• L••	T••••• W••••• P•••••••• L••	Jul 22, 2022	Apr 17, 2023

Relationships

Registered with (4)

→ B••• F•••••••• P•••••••Registered adviserregistration: current employment
Nov 18, 2024 to presentfactForm ADV
→ T••••• W••••• P•••••••• L••Registered adviserregistration: previous registration
Apr 17, 2023 to Jun 20, 2023factForm ADV
→ O••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jun 24, 2021 to Jul 22, 2022factForm ADV
→ P••••••• A••••••••• L••

Dated events

Order

Occurred
20 Jun 2023
Advisor changed firm
••• Locked
Form ADV
Occurred
22 Jul 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Sep 5, 2017
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.