DFX Intelligence

A••••• B•••••• G•••: 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 / WealthAdvisor27 years in industry

A••••• B•••••• G•••

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:7abc0d56-e12e-94f8-2ecd-526f40d7ef6f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 2, 1999 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: Apr 21, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••• A•••••••	Independent wealth	Jun 5, 2019	n/a	yes	NORFOLK, VA	Current employment
B•••• A•••••••	Mixed wealth	Dec 31, 2018	Jun 5, 2019	no	Norfolk, VA\|BALTIMORE, MD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••• A•••••••	B•••• A•••••••	Jun 5, 2019	Jun 5, 2019	0	Channel change	RIA to RIA
A••••••••• F•••••••• S•••••••• L••	B•••• A•••••••	May 17, 2002	Dec 31, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
110181:106375:MD:2019-06-05	Jun 5, 2019	Jun 5, 2019	BALTIMORE, MD	Firm change

Relationships

Registered with (3)

→ B•••• A•••••••Registered adviserregistration: current employment
Jun 5, 2019 to presentfactForm ADV
→ B•••• A•••••••Registered adviserregistration: previous registration
Dec 31, 2018 to Jun 5, 2019factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Jul 2, 1999 to May 17, 2002factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7abc0d56-e12e-94f8-2ecd-526f40d7ef6f
First observed: Jul 2, 1999
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.