DFX Intelligence

V•••• L••• J••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor25 years in industry

V•••• L••• J••••

Advisor at B•• F•••••••• P••••••• W•••••• L••

HOUSTON, TX

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Search this name across graphsid dfx:ria:5a52153a-650e-044a-f0d4-ac4d61a77448

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Dec 4, 2000 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•••••••• P••••••• W•••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Dec 1, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 8

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•• F•••••••• P••••••• W•••••• L••	State registered	Sep 26, 2024	n/a	yes	HOUSTON, TX	Current employment
I••••• P••••••••• W•••••• L••	I•••••••••_WEALTH	Nov 10, 2021	Jan 13, 2025	no	Houston, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••• P••••••••• W•••••• L••	B•• F•••••••• P••••••• W•••••• L••	Jan 13, 2025	Sep 26, 2024	-109	Firm change after gap	RIA to state RIA
G••••••• A•••••••• L••	I••••• P••••••••• W•••••• L••	Nov 5, 2021	Nov 10, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
313928:332761:TX:2025-01-13	Jan 13, 2025	Sep 26, 2024	HOUSTON, TX	Firm change after gap
103857:152665:MI:2020-04-01	Apr 1, 2020	Apr 1, 2020	ADA, MI	Firm change

Relationships

Registered with (9)

→ B•• F•••••••• P••••••• W•••••• L••Registered adviserregistration: current employment
Sep 26, 2024 to presentfactForm ADV
→ I••••• P••••••••• W•••••• L••Registered adviserregistration: previous registration
Nov 10, 2021 to Jan 13, 2025factForm ADV
→ G••••••• A•••••••• L••Registered adviserregistration: previous registration
Apr 1, 2020 to Nov 5, 2021factForm ADV
→ U•• F•••••••• S••••••••• L••

Dated events

Occurred
Jan 13, 2025
Advisor changed firm
V•••• L••• J•••• left I••••• P••••••••• W•••••• L•• for B•• F•••••••• P••••••• W•••••• L•• (registered 2024-09-26)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5a52153a-650e-044a-f0d4-ac4d61a77448
First observed: Dec 4, 2000
Last observed: Sep 14, 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.