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N•••••• D••• D••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant22 years in industry

N•••••• D••• D••••

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

FRISCO, TX

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Search this name across graphsid dfx:ria:66b81ad3-4b86-00fc-8e16-5933aa98be42

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 7, 2016 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•••••• • B•• F•••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 1, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••• • B•• F•••••••• A•••••••• L••	Independent wealth	Mar 6, 2018	n/a	yes	FRISCO, TX	Current employment
B••••••••• W••••• A•••••••• L••	No RAUM reported	Apr 7, 2016	Apr 4, 2018	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••••• W••••• A•••••••• L••	B•••••• • B•• F•••••••• A•••••••• L••	Apr 4, 2018	Mar 6, 2018	-29	Firm change	RIA to RIA

Relationships

Registered with (2)

→ B•••••• • B•• F•••••••• A•••••••• L••Registered adviserregistration: current employment
Mar 6, 2018 to presentfactForm ADV
→ B••••••••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Apr 7, 2016 to Apr 4, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:66b81ad3-4b86-00fc-8e16-5933aa98be42
First observed: Apr 7, 2016
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.