C••••• B••••

Advisor at D•••• A•••• C•••••••••

SELKIRK, NY

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:7dde9ed8-6754-7ba4-9037-8a5305ae88e7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 7, 2010 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: D•••• A•••• C•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 3, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D•••• A•••• C•••••••••	Independent wealth	Apr 17, 2018	n/a	yes	SELKIRK, NY	Current employment
S•••••••••	Former SEC adviser	Mar 16, 2021	Dec 22, 2022	no	ALBANY, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••••	n/a	Dec 22, 2022	n/a	n/a	Departure no registered destination	Departure
L•• F•••••••• L••	D•••• A•••• C•••••••••	Jun 12, 2014	Apr 17, 2018	1,405

Relationships

Registered with (4)

→ D•••• A•••• C•••••••••Registered adviserregistration: current employment
Apr 17, 2018 to presentfactForm ADV
→ S•••••••••Registered adviserregistration: previous registration
Mar 16, 2021 to Dec 22, 2022factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Mar 19, 2012 to Jun 12, 2014factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Dec 22, 2022
Advisor departed, no destination yet
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7dde9ed8-6754-7ba4-9037-8a5305ae88e7
First observed: Sep 7, 2010
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.