DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst33 years in industry

B•••••• M•••••• W••••

Advisor at F••• W••••••••• I••••••••• A••••••• I••

CINCINNATI, OH

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Search this name across graphsid dfx:ria:7be54785-33c0-6af0-cad1-c48ddeed1f8f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Jul 1, 1993 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

B•••••• M•••••• W••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: F••• W••••••••• I••••••••• A••••••• I••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Jul 1, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Current registrations: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••• W••••••••• I••••••••• A••••••• I••	Institutional manager	Mar 29, 2016	n/a	yes	CINCINNATI, OH	Current employment

Relationships

Registered with (1)

→ F••• W••••••••• I••••••••• A••••••• I••Registered adviserregistration: current employment
Mar 29, 2016 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7be54785-33c0-6af0-cad1-c48ddeed1f8f
First observed: Jul 1, 1993
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.