DFX Intelligence

G•••••• S•••• V••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

G•••••• S•••• V••••••

Advisor at B•• W•••••

ROCK HILL, SC

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Search this name across graphsid dfx:ria:6e25c9cc-a430-9149-4612-3921e3494c07

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Dec 10, 2015 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•• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•• W•••••	Independent wealth	Nov 29, 2024	n/a	yes	ROCK HILL, SC	Current employment
A••••• A•• P••••••• S•••••••	Bd affiliated wealth	Jun 29, 2023	Nov 4, 2024	no	CHARLOTTE, NC\|Charlotte, NC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••• A•• P••••••• S•••••••	B•• W•••••	Nov 4, 2024	Nov 29, 2024	25	Firm change	Ibd to RIA
C•••••• S••••• • C••• I•••	A••••• A•• P••••••• S•••••••	May 12, 2023	Jun 29, 2023

Relationships

Registered with (3)

→ B•• W•••••Registered adviserregistration: current employment
Nov 29, 2024 to presentfactForm ADV
→ A••••• A•• P••••••• S•••••••Registered adviserregistration: previous registration
Jun 29, 2023 to Nov 4, 2024factForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Dec 10, 2015 to May 12, 2023factForm ADV

Dated events

Occurred
Nov 4, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
May 12, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6e25c9cc-a430-9149-4612-3921e3494c07
First observed: Dec 10, 2015
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.