DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

C••••• J•••• Y••••

Advisor at B•••••• C•••••• L••

PFLUGERVILLE, TX

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Search this name across graphsid dfx:ria:688b6d34-e66d-e966-9a7a-62e62635f2bf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 8, 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•••••• C•••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••• C•••••• L••	State registered	Jun 16, 2021	n/a	yes	PFLUGERVILLE, TX	Current employment
T•••••••• A•• C•••••• I••••••••• M••••••••• L••	Independent wealth	Sep 15, 2020	May 20, 2021	no	Austin, TX\|AUSTIN, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••••••• A•• C•••••• I••••••••• M••••••••• L••	B•••••• C•••••• L••	May 20, 2021	Jun 16, 2021	27	Firm change	RIA to state RIA
T••••••• A•••••• N••••••• L••	T•••••••• A•• C•••••• I••••••••• M••••••••• L••	Sep 23, 2020	Sep 15, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
6627:125648:TX:2019-10-29	Dec 16, 2019	Jan 21, 2020	AUSTIN, TX	Firm change

Relationships

Registered with (5)

→ B•••••• C•••••• L••Registered adviserregistration: current employment
Jun 16, 2021 to presentfactForm ADV
→ T•••••••• A•• C•••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Sep 15, 2020 to May 20, 2021factForm ADV
→ T••••••• A•••••• N••••••• L••Registered adviserregistration: previous registration
Jun 23, 2020 to Sep 23, 2020factForm ADV
→ P•• A••••••• S•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:688b6d34-e66d-e966-9a7a-62e62635f2bf
First observed: May 8, 2017
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.