DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner14 years in industry

C••• B•••• B•••••

Advisor at B••••• P••••• A•••••••• L••

NEWPORT BEACH, CA | Fort Worth, TX

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Search this name across graphsid dfx:ria:5f2319c9-465a-86b8-d30a-f35607da05f7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 7, 2017 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••••• P••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• P••••• A•••••••• L••	Independent wealth	Oct 11, 2021	n/a	yes	Fort Worth, TX\|NEWPORT BEACH, CA	Current employment
R•••••••• A••••••• S•••••••• L•••	Former SEC adviser	Jan 26, 2018	Feb 16, 2022	no	FORT WORTH, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••••• A••••••• S•••••••• L•••	B••••• P••••• A•••••••• L••	Feb 16, 2022	Oct 11, 2021	-128	Firm change after gap	RIA to RIA
L•• F•••••••• L••	R•••••••• A••••••• S•••••••• L•••	Sep 21, 2018	Jan 26, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
29604:6413:TX:2017-11-29	Nov 29, 2017	Nov 29, 2017	IRVING, TX	Firm change

Relationships

Registered with (4)

→ B••••• P••••• A•••••••• L••Registered adviserregistration: current employment
Oct 11, 2021 to presentfactForm ADV
→ R•••••••• A••••••• S•••••••• L•••Registered adviserregistration: previous registration
Jan 26, 2018 to Feb 16, 2022factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Nov 29, 2017 to Sep 21, 2018factForm ADV
→ N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••

Dated events

Occurred
Feb 16, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5f2319c9-465a-86b8-d30a-f35607da05f7
First observed: Jul 7, 2017
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.