DFX Intelligence

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

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RIA / WealthAdvisor20 years in industry

B•••••• E••••• B••••

Advisor at B•••• F••••••••

Birmingham, AL | BIRMINGHAM, AL

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Search this name across graphsid dfx:ria:7b97a493-5d61-64d9-50a4-87e8549acd1b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 8, 2016 to Sep 15, 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•••• F••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••• F••••••••	State registered	Oct 18, 2017	n/a	yes	Birmingham, AL\|BIRMINGHAM, AL	Current employment
T••••••••• F••••••••• L••	Independent wealth	Jan 30, 2017	Oct 18, 2017	no	HOMEWOOD, AL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••••• F••••••••• L••	B•••• F••••••••	Oct 18, 2017	Oct 18, 2017	0	Firm change	RIA to state RIA
C•••••••• F•••••••• G•••• A•••••••	T••••••••• F••••••••• L••	Dec 31, 2016	Jan 30, 2017

Relationships

Registered with (3)

→ B•••• F••••••••Registered adviserregistration: current employment
Oct 18, 2017 to presentfactForm ADV
→ T••••••••• F••••••••• L••Registered adviserregistration: previous registration
Jan 30, 2017 to Oct 18, 2017factForm ADV
→ C•••••••• F•••••••• G•••• A•••••••Registered adviserregistration: previous registration
Jan 8, 2016 to Dec 31, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7b97a493-5d61-64d9-50a4-87e8549acd1b
First observed: Jan 8, 2016
Last observed: Sep 15, 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.