DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner26 years in industry

B•••••• W•••• W•••••••

Advisor at S•••• F•••••••• G••••

HOUSTON, TX

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Search this name across graphsid dfx:ria:5a851f86-76d1-8179-9e63-90607e6a18c2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 24, 2002 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: S•••• F•••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••• F•••••••• G••••	Independent wealth	Feb 19, 2021	n/a	yes	HOUSTON, TX	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Jun 22, 2009	Apr 8, 2021	no	HOUSTON, TX\|HOUSTON, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	S•••• F•••••••• G••••	Apr 8, 2021	Feb 19, 2021	-48	Firm change after gap	Ibd to new firm
W•••• F•••• A•••••••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Jun 19, 2009	Jun 22, 2009

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:311687:TX:2021-04-07	Apr 8, 2021	Feb 19, 2021	HOUSTON, TX	Firm change after gap

Relationships

Registered with (4)

→ S•••• F•••••••• G••••Registered adviserregistration: current employment
Feb 19, 2021 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Jun 22, 2009 to Apr 8, 2021factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jan 1, 2008 to Jun 19, 2009factForm ADV
→ A• G• E•••••• • S•••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5a851f86-76d1-8179-9e63-90607e6a18c2
First observed: Sep 24, 2002
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.