DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner25 years in industry

B••••• K•••••• W•••••

Advisor at B•••• F•••••••• C••••••• L••

Atlanta, GA

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Search this name across graphsid dfx:ria:50309aff-22b8-5510-d87d-bfce670191b9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Oct 31, 2003 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•••••••• C••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 11, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••• F•••••••• C••••••• L••	State registered	Feb 10, 2026	n/a	yes	Atlanta, GA	Current employment
B•••• F•••••••• C••••••• L••	State registered	Jan 25, 2022	Dec 31, 2025	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• W••••• M••••••••• L••	B•••• F•••••••• C••••••• L••	Jul 31, 2019	Jul 24, 2019	-7	Firm change	RIA to state RIA
C•••••••• W••••• C••••••	M••••• W••••• M••••••••• L••	Feb 28, 2017	Jan 3, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
127349:155649:GA:2017-02-28	Feb 28, 2017	Jan 3, 2017	ATLANTA, GA	Firm change after gap

Relationships

Registered with (4)

→ B•••• F•••••••• C••••••• L••Registered adviserregistration: previous registration
Jan 25, 2022 to Dec 31, 2025factForm ADV
→ M••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 3, 2017 to Jul 31, 2019factForm ADV
→ C•••••••• W••••• C••••••Registered adviserregistration: previous registration
Aug 3, 2010 to Feb 28, 2017factForm ADV
→ G•••••• S•••• W••••• S•••••••• L•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:50309aff-22b8-5510-d87d-bfce670191b9
First observed: Oct 31, 2003
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.