DFX Intelligence

K•••• W•••• T••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant26 years in industry

K•••• W•••• T••••

Advisor at B•••••• C••••••

Lubbock, TX | WEATHERFORD, TX

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Search this name across graphsid dfx:ria:4d55a1aa-8e28-f37e-4969-100397d1c528

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 11, 2006 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•••••• C••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 21, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••• C••••••	Independent wealth	Mar 19, 2018	n/a	yes	Lubbock, TX\|WEATHERFORD, TX	Current employment
L•• F•••••••• L••	Bd affiliated wealth	May 11, 2006	Oct 6, 2020	no	SHALLOWATER, TX\|LUBBOCK, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	B•••••• C••••••	Oct 6, 2020	Mar 19, 2018	-932	Firm change after gap	Ibd to RIA

Relationships

Registered with (2)

→ B•••••• C••••••Registered adviserregistration: current employment
Mar 19, 2018 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
May 11, 2006 to Oct 6, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4d55a1aa-8e28-f37e-4969-100397d1c528
First observed: May 11, 2006
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.