DFX Intelligence

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

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RIA / WealthAdvisor18 years in industry

B• W••••• M•••••

Advisor at B•••• A•••••••

Charlottesville, VA | NORFOLK, VA

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Search this name across graphsid dfx:ria:608ae390-0655-6c89-13e2-dbc9668df8a1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Feb 11, 2008 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•••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••• A•••••••	Independent wealth	Jun 5, 2019	n/a	yes	NORFOLK, VA\|Charlottesville, VA	Current employment
B•••• A•••••••	Mixed wealth	Dec 31, 2018	Jun 6, 2019	no	Charlottesville, VA\|BALTIMORE, MD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••• A•••••••	B•••• A•••••••	Jun 6, 2019	Jun 5, 2019	-1	Channel change	RIA to RIA
B•••• A•••••••	B•••• A•••••••	Dec 31, 2018	Dec 31, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
110181:106375:MD:2019-06-05	Jun 6, 2019	Jun 5, 2019	BALTIMORE, MD	Firm change

Relationships

Registered with (2)

→ B•••• A•••••••Registered adviserregistration: previous registration
Feb 11, 2008 to Dec 31, 2018factForm ADV
→ B•••• A•••••••Registered adviserregistration: previous registration
Dec 31, 2018 to Jun 6, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:608ae390-0655-6c89-13e2-dbc9668df8a1
First observed: Feb 11, 2008
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.