DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)35 years in industry

B•••• L••• W•••••

Advisor at F•••• F•••••••• C•••••••• I•••

MT. CLEMENS, MI | Buda, TX

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Search this name across graphsid dfx:ria:6825cc4f-4a05-6326-f2e7-21813a5627f4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 23, 1991 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: F•••• F•••••••• C•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 20, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• F•••••••• C•••••••• I•••	Independent wealth	Jul 22, 2025	n/a	yes	MT. CLEMENS, MI\|Buda, TX	Current employment
O•••• W•••••• I•••	Bd affiliated wealth	Aug 23, 2024	Jul 25, 2025	no	Buda, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• W•••••• I•••	F•••• F•••••••• C•••••••• I•••	Jul 25, 2025	Jul 22, 2025	-3	Firm change	Ibd to RIA
T•••• A•••••••• L••	O•••• W•••••• I•••	Aug 23, 2024	Aug 23, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
23131:152070:TX:2025-07-25	Jul 25, 2025	Jul 22, 2025	BUDA, TX	Firm change

Relationships

Registered with (5)

→ F•••• F•••••••• C•••••••• I•••Registered adviserregistration: current employment
Jul 22, 2025 to presentfactForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
Aug 23, 2024 to Jul 25, 2025factForm ADV
→ T•••• A•••••••• L••Registered adviserregistration: previous registration
Jan 22, 2013 to Aug 23, 2024factForm ADV
→ O•••• F•• I•••

Dated events

Occurred
Jul 25, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6825cc4f-4a05-6326-f2e7-21813a5627f4
First observed: Apr 23, 1991
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.