DFX Intelligence

R••• M••••• B•••••••: advisor on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor22 years in industry

R••• M••••• B•••••••

Advisor at B•••• A•••••••

NORFOLK, VA

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:6d960848-7544-1f06-a851-8c5e9567f59f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 16, 2004 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•••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 31, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••• A•••••••	Independent wealth	May 23, 2019	n/a	yes	NORFOLK, VA	Current employment
B•••• A•••••••	Mixed wealth	Dec 31, 2018	Jun 6, 2019	no	Baltimore, MD\|Norfolk, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••• A•••••••	B•••• A•••••••	Jun 6, 2019	May 23, 2019	-14	Channel change	RIA to RIA
B•••• A•••••••	B•••• A•••••••	Dec 31, 2018	Dec 31, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
110181:106375:VA:2019-06-06	Jun 6, 2019	May 23, 2019	NORFOLK, VA	Firm change
106375:110181:VA:2018-12-31	Dec 31, 2018	Dec 31, 2018	NORFOLK, VA	Firm change

Relationships

Registered with (3)

→ B•••• A•••••••Registered adviserregistration: previous registration
Mar 19, 2012 to Dec 31, 2018factForm ADV
→ B•••• A•••••••Registered adviserregistration: previous registration
Dec 31, 2018 to Jun 6, 2019factForm ADV
→ B••• A•••• M••••••••• I•••Registered adviserregistration: previous registration
Jan 16, 2004 to Oct 27, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6d960848-7544-1f06-a851-8c5e9567f59f
First observed: Jan 16, 2004
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.