DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

B••••• H•••• V•••

Advisor at T•••••• A•••••••• L••

SARASOTA, FL | Las Vegas, NV

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:78e3c6ae-f7c4-4d4f-3539-8ada811d8a0b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jul 7, 2026 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: T•••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•••••• A•••••••• L••	Independent wealth	Jul 5, 2023	n/a	yes	Las Vegas, NV\|SARASOTA, FL	Current employment
D••••••	Independent wealth	Jul 7, 2026	Jul 9, 2026	no	Las Vegas, NV\|PHOENIX, AZ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D••••••	n/a	Jul 9, 2026	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ T•••••• A•••••••• L••Registered adviserregistration: current employment
Jul 5, 2023 to presentfactForm ADV
→ D••••••Registered adviserregistration: previous registration
Jul 7, 2026 to Jul 9, 2026factForm ADV

Dated events

Occurred
Jul 9, 2026
Advisor departed, no destination yet
B••••• H•••• V••• no longer registered at Dynamic; no later IA registration on IAPD
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:78e3c6ae-f7c4-4d4f-3539-8ada811d8a0b
First observed: Jul 7, 2026
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.