DFX Intelligence

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

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RIA / WealthAdvisor20 years in industry

B•••• S•••• S•••••

Advisor at B•••••••• C•••••• M••••••••• I•••

••• Locked

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 10, 2006 to Sep 15, 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•••••• M••••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 10, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K•••••••• W••••• A•••••••• L••	Bd affiliated wealth	Aug 4, 2026	n/a	yes	Atlanta, GA\|SAN DIEGO, CA	Current employment
B•••••••• C•••••• M••••••••• I•••	State registered	Jun 8, 2009	n/a	yes	ATLANTA, GA	Current employment

Relationships

Registered with (2)

→ K•••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Aug 4, 2026 to presentfactForm ADV
→ B•••••••• C•••••• M••••••••• I•••Registered adviserregistration: current employment
Jun 8, 2009 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 10, 2006
Last observed: Sep 15, 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.