DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

B•••••• S•••• H•••

Advisor at T•• W••••• C••••••••• G••••

MONTGOMERY, AL | LAS VEGAS, NV

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Search this name across graphsid dfx:ria:50c56a8d-2813-dbe5-f64a-510cf75ee842

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 29, 2019 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: T•• W••••• C••••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• W••••• C••••••••• G••••	Independent wealth	Jun 20, 2025	n/a	yes	LAS VEGAS, NV\|MONTGOMERY, AL	Current employment
R•• A•••••••• L••	Independent wealth	Oct 29, 2019	Jun 23, 2025	no	MONTGOMERY, AL\|MONTGOMERY, AL\|VESTAVIA HILLS, AL\|MONTGOMERY, AL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•• A•••••••• L••	T•• W••••• C••••••••• G••••	Jun 23, 2025	Jun 20, 2025	-3	Firm change	RIA to RIA

Relationships

Registered with (2)

→ T•• W••••• C••••••••• G••••Registered adviserregistration: current employment
Jun 20, 2025 to presentfactForm ADV
→ R•• A•••••••• L••Registered adviserregistration: previous registration
Oct 29, 2019 to Jun 23, 2025factForm ADV

Dated events

Occurred
Jun 23, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:50c56a8d-2813-dbe5-f64a-510cf75ee842
First observed: Oct 29, 2019
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.