DFX Intelligence

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

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RIA / WealthAdvisor25 years in industry

B••••• O•••• B••••

Advisor at B•••• A•••• M••••••••• L••

WILLIAMSBURG, VA

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Search this name across graphsid dfx:ria:4fe821f2-1e24-b241-c001-b52978523d9d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 26, 2001 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•••• A•••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 13, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 18derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••• A•••• M••••••••• L••	State registered	Mar 11, 2008	n/a	yes	WILLIAMSBURG, VA	Current employment
I•••••••• C•••••• A•••••••	Former SEC adviser	Jun 16, 2005	Dec 31, 2005	no	WILLIAUSBURG, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I•••••••• C•••••• A•••••••	B•••• A•••• M••••••••• L••	Dec 31, 2005	Mar 11, 2008	801	Firm change after gap	Other
E•••••• P•••• A••••••• I•••	I•••••••• C•••••• A•••••••	Jun 16, 2005	Jun 16, 2005

Relationships

Registered with (4)

→ B•••• A•••• M••••••••• L••Registered adviserregistration: current employment
Mar 11, 2008 to presentfactForm ADV
→ I•••••••• C•••••• A•••••••Registered adviserregistration: previous registration
Jun 16, 2005 to Dec 31, 2005factForm ADV
→ E•••••• P•••• A••••••• I•••Registered adviserregistration: previous registration
Feb 12, 2003 to Jun 16, 2005factForm ADV
→ L••• M•••• W••• W•••••• I•••••••••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4fe821f2-1e24-b241-c001-b52978523d9d
First observed: Apr 26, 2001
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.