DFX Intelligence

R•••••• M••• P•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner31 years in industry

R•••••• M••• P•••••••

Advisor at B••••••••• F•••••••• A••••••• L••

ORMOND BEACH, FL

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Search this name across graphsid dfx:ria:5d3daeb9-c79c-6fff-a804-5525b794f40b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Apr 16, 2003 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•••••••• A••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 24, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••••• F•••••••• A••••••• L••	State registered	Jan 2, 2026	n/a	yes	ORMOND BEACH, FL	Current employment
B••••••••• F•••••••• A••••••• L••	State registered	Dec 18, 2003	Dec 31, 2014	no	DAYTONA BEACH, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•• F•••••••• A•••••••• I•••	B••••••••• F•••••••• A••••••• L••	Oct 25, 2003	Dec 18, 2003	54	Firm change	Other

Relationships

Registered with (2)

→ B••••••••• F•••••••• A••••••• L••Registered adviserregistration: previous registration
Dec 18, 2003 to Dec 31, 2014factForm ADV
→ C•• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Apr 16, 2003 to Oct 25, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5d3daeb9-c79c-6fff-a804-5525b794f40b
First observed: Apr 16, 2003
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.