DFX Intelligence

Q•••• A•••• S•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

Q•••• A•••• S•••••••

Advisor at B•••• A•••••••

NORFOLK, VA | Charlottesville, VA

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Search this name across graphsid dfx:ria:8704fa16-dcdc-38fc-bfe8-c8cb4e822673

Data as of Sep 15, 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: Apr 24, 2018 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•••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 15, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom 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	May 23, 2019	n/a	yes	Charlottesville, VA\|NORFOLK, VA	Current employment
B•••• A•••••••	Mixed wealth	Dec 31, 2018	Jun 6, 2019	no	Charlottesville, VA\|BALTIMORE, MD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••• A•••••••	B•••• A•••••••	Jun 6, 2019	May 23, 2019	-14	Channel change	RIA to RIA
B•••• A•••••••	B•••• A•••••••	Dec 31, 2018	Dec 31, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
110181:106375:MD:2019-06-05	Jun 6, 2019	May 23, 2019	BALTIMORE, MD	Firm change
106375:110181:VA:2018-12-31	Dec 31, 2018	Dec 31, 2018	NORFOLK, VA	Firm change

Relationships

Registered with (2)

→ B•••• A•••••••Registered adviserregistration: previous registration
Apr 24, 2018 to Dec 31, 2018factForm ADV
→ B•••• A•••••••Registered adviserregistration: previous registration
Dec 31, 2018 to Jun 6, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8704fa16-dcdc-38fc-bfe8-c8cb4e822673
First observed: Apr 24, 2018
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.