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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)22 years in industry

S••••• T• B••••

Advisor at X•• F•••••••• G••••

BETHESDA, MD | Pasadena, MD

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Search this name across graphsid dfx:ria:68f40683-d2de-a7ea-999b-73f2136a0223

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Aug 15, 2005 to Sep 15, 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: X•• F•••••••• G••••
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: Mar 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 4derivedfrom 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
X•• F•••••••• G••••	Independent wealth	Aug 8, 2022	n/a	yes	Pasadena, MD\|BETHESDA, MD	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Aug 15, 2005	Jul 22, 2022	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
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	X•• F•••••••• G••••	Jul 22, 2022	Aug 8, 2022	17	Firm change	Wirehouse to RIA

Relationships

Registered with (2)

→ X•• F•••••••• G••••Registered adviserregistration: current employment
Aug 8, 2022 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Aug 15, 2005 to Jul 22, 2022factForm ADV

Dated events

Occurred
Jul 22, 2022
Advisor changed firm
S••••• T• B•••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for X•• F•••••••• G•••• (registered 2022-08-08)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:68f40683-d2de-a7ea-999b-73f2136a0223
First observed: Aug 15, 2005
Last observed: Sep 15, 2026 7 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.