DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

B•••••• C• T••••

Advisor at M••••• S••••••

Richmond, VA

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Search this name across graphsid dfx:ria:4bd72109-2945-7370-9552-aa879f686003

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 17, 2008 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: M••••• S••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Aug 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	Aug 18, 2017	n/a	yes	Richmond, VA	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Dec 5, 2016	Aug 24, 2017	no	RICHMOND, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	M••••• S••••••	Aug 24, 2017	Aug 18, 2017	-6	Firm change	Wirehouse to wirehouse
P•••••• A••••••• L••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Nov 1, 2016	Dec 5, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:149777:VA:2017-08-14	Aug 24, 2017	Aug 18, 2017	RICHMOND, VA	Firm change

Relationships

Registered with (4)

→ M••••• S••••••Registered adviserregistration: current employment
Aug 18, 2017 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Dec 5, 2016 to Aug 24, 2017factForm ADV
→ P•••••• A••••••• L••Registered adviserregistration: previous registration
Nov 13, 2012 to Nov 1, 2016factForm ADV
→ M•• F•••••••• S•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4bd72109-2945-7370-9552-aa879f686003
First observed: Jun 17, 2008
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.