A••• S••• B••••

Advisor at B•• F•••••••• P•••••• W•••••• I•••

••• Locked

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:69d19875-1b02-00d3-f3b9-3a5908d281e5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 29, 2008 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: B•• F•••••••• P•••••• W•••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 14, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•• F•••••••• P•••••• W•••••• I•••	Independent wealth	Jan 11, 2022	n/a	yes	SCOTTSDALE, AZ	Current employment
B•• F•••••••• A•••••••	Bd affiliated wealth	Apr 30, 2021	n/a	yes	Plano, TX\|Scottsdale, AZ	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• S••••••••• L••	B•• F•••••••• A•••••••	May 15, 2012	Apr 30, 2021	3,272	Firm change after gap	Wirehouse to ibd
J••• M••••• S••••••••• I•••	J••• M••••• S••••••••• L••	Oct 1, 2008	Oct 23, 2008

Relationships

Registered with (4)

→ B•• F•••••••• P•••••• W•••••• I•••Registered adviserregistration: current employment
Jan 11, 2022 to presentfactForm ADV
→ B•• F•••••••• A•••••••Registered adviserregistration: current employment
Apr 30, 2021 to presentfactForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Oct 23, 2008 to May 15, 2012factForm ADV
→ J••• M••••• S••••••••• I•••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:69d19875-1b02-00d3-f3b9-3a5908d281e5
First observed: Feb 29, 2008
Last observed: Sep 15, 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.