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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultantdual registered (broker-dealer)28 years in industry

B•••••• M••••••• B•••••

Advisor at D•••••• W••••• G••••

HENDERSON, NV

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Search this name across graphsid dfx:ria:7ec6db07-07e6-8bc1-73ee-4992f0125867

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 25, 1998 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•••••• W••••• G••••
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
D•••••• W••••• G••••	Asset manager	Feb 11, 2025	n/a	yes	HENDERSON, NV	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Jun 25, 1998	Jul 14, 2022	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	D•••••• W••••• G••••	Jul 14, 2022	Feb 11, 2025	943	Firm change after gap	Other

Relationships

Registered with (2)

→ D•••••• W••••• G••••Registered adviserregistration: current employment
Feb 11, 2025 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Jun 25, 1998 to Jul 14, 2022factForm ADV

Dated events

Occurred
Jul 14, 2022
Advisor changed firm
B•••••• M••••••• B••••• left A••••••••• F•••••••• S•••••••• L•• for D•••••• W••••• G•••• (registered 2025-02-11)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7ec6db07-07e6-8bc1-73ee-4992f0125867
First observed: Jun 25, 1998
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.