DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

B•••• M•••••• B••••••••

Advisor at M••••• S••••••

Tampa, FL

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Search this name across graphsid dfx:ria:7287b803-431e-0cd5-f8c4-8a58a52ea840

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 24, 2005 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: M••••• S••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Oct 15, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	May 17, 2024	n/a	yes	Tampa, FL	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Mar 4, 2019	May 28, 2024	no	TAMPA, FL\|Sun City Center, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	M••••• S••••••	May 28, 2024	May 17, 2024	-11	Firm change	Ibd to wirehouse
U•• F•••••••• S••••••• I•••	A••••••••• F•••••••• S•••••••• L••	Mar 12, 2019	Mar 4, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
6363:149777:FL:2024-05-22	May 28, 2024	May 17, 2024	SUN CITY CENTER, FL	Firm change

Relationships

Registered with (5)

→ M••••• S••••••Registered adviserregistration: previous registration
Jun 1, 2009 to Sep 10, 2014factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 4, 2019 to May 28, 2024factForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Aug 11, 2014 to Mar 12, 2019factForm ADV
→ M••••• S•••••• • C•• L••Registered adviser

Dated events

Occurred
May 28, 2024
Advisor changed firm
B•••• M•••••• B•••••••• left A••••••••• F•••••••• S•••••••• L•• for M••••• S•••••• (registered 2024-05-17)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7287b803-431e-0cd5-f8c4-8a58a52ea840
First observed: Jan 24, 2005
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.