M••••• O•••••••

Advisor at B•••••• A•••• M••••••••• I•••

HOUSTON, TX

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:7486d9c0-386c-2d3b-f2d5-a870b1028c02

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Aug 18, 2009 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•••• M••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 15, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••••	Independent wealth	May 6, 2026	n/a	yes	HOUSTON, TX	Current employment
B•••••• A•••• M••••••••• I•••	Independent wealth	May 6, 2026	n/a	yes	HOUSTON, TX	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•• W••••• M•••••••••	B•••••• A•••• M••••••••• I•••	May 6, 2026	May 6, 2026	0	Firm change	Ibd to RIA
P•• M•••••• A•••••• S••••••••• I•••	P•• W••••• M•••••••••	Jun 2, 2021	Aug 22, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
110476:129052:TX:2021-06-01	Jun 2, 2021	Aug 22, 2022	HOUSTON, TX	Firm change after gap

Relationships

Registered with (6)

→ B•••••••••Registered adviserregistration: current employment
May 6, 2026 to presentfactForm ADV
→ B•••••• A•••• M••••••••• I•••Registered adviserregistration: current employment
May 6, 2026 to presentfactForm ADV
→ P•• W••••• M•••••••••Registered adviserregistration: previous registration
Aug 22, 2022 to May 6, 2026factForm ADV
→ P•• M•••••• A•••••• S••••••••• I•••

Dated events

Occurred
May 6, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7486d9c0-386c-2d3b-f2d5-a870b1028c02
First observed: Aug 18, 2009
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.