DFX Intelligence

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

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RIA / WealthAdvisor31 years in industry

B•••• G••••• R•••

Advisor at C••••••••• P••••••••• R••••••••• I••••••••

PHOENIX, AZ | FOUNTAIN HILLS, AZ

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 4:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 19, 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: C••••••••• P••••••••• R••••••••• I••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 21, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••• F•••••••• S••••••• L••	State registered	Jan 7, 2026	n/a	yes	FOUNTAIN HILLS, AZ	Current employment
C••••••••• P••••••••• R••••••••• I••••••••	State registered	Dec 22, 2014	n/a	yes	PHOENIX, AZ	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••• A••••• S••••••••• L••	C••••••••• P••••••••• R••••••••• I••••••••	Jun 3, 2014	Dec 22, 2014	202	Firm change	Other
N••••••••• M••••• I••••••••• S•••••••••	P••• A••••• S••••••••• L••	Jul 17, 2008	Dec 15, 2008

Relationships

Registered with (4)

→ R••• F•••••••• S••••••• L••Registered adviserregistration: current employment
Jan 7, 2026 to presentfactForm ADV
→ C••••••••• P••••••••• R••••••••• I••••••••Registered adviserregistration: current employment
Dec 22, 2014 to presentfactForm ADV
→ P••• A••••• S••••••••• L••Registered adviserregistration: previous registration
Dec 15, 2008 to Jun 3, 2014factForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Dec 19, 2006
Last observed: Sep 15, 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.