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

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RIA / WealthAdvisor21 years in industry

B••••••• E••• T••••

Advisor at F••••••

Akron, OH | SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4648a50e-5c16-e119-e700-b4cf483cf49d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 25, 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••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 22, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••	Independent wealth	May 7, 2025	n/a	yes	SAN FRANCISCO, CA\|Akron, OH	Current employment
F••••••	Independent wealth	Nov 6, 2024	Jan 2, 2025	no	SAN FRANCISCO, CA\|Copley, OH

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
A•••• G•••• W••••• M••••••••• L••	F••••••	Sep 4, 2025	Nov 6, 2024	-302	Firm change after gap	RIA to RIA
U•• F•••••••• S••••••• I•••	A•••• G•••• W••••• M••••••••• L••	Jun 23, 2015

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
8174:226599:OH:2015-06-23	Jun 23, 2015	Jun 12, 2015	AKRON, OH	Firm change

Relationships

Registered with (4)

→ F••••••Registered adviserregistration: previous registration
Nov 6, 2024 to Jan 2, 2025factForm ADV
→ A•••• G•••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jun 12, 2015 to Sep 4, 2025factForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Sep 24, 2010 to Jun 23, 2015factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Sep 4, 2025
Advisor changed firm
B••••••• E••• T•••• left A•••• G•••• W••••• M••••••••• L•• for Farther (registered 2024-11-06)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4648a50e-5c16-e119-e700-b4cf483cf49d
First observed: Jul 25, 2005
Last observed: Sep 14, 2026 8 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.