DFX Intelligence

A••••• R•••••• T••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

A••••• R•••••• T••••••

Advisor at B••••••••• C•••••• M••••••••• L••

WHEATON, IL | Flower Mound, TX

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Search this name across graphsid dfx:ria:8a27e304-48b1-5f44-85e2-e98495abd6a9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 15, 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••••••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••••• C•••••• M••••••••• L••	Independent wealth	Feb 25, 2025	n/a	yes	Flower Mound, TX\|WHEATON, IL	Current employment
G••••••••• A•••••••	Independent wealth	Jun 15, 2018	Jul 6, 2023	no	DALLAS, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••••••• A•••••••	B••••••••• C•••••• M••••••••• L••	Jul 6, 2023	Feb 25, 2025	600	Firm change after gap	RIA to RIA

Relationships

Registered with (2)

→ B••••••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Feb 25, 2025 to presentfactForm ADV
→ G••••••••• A•••••••Registered adviserregistration: previous registration
Jun 15, 2018 to Jul 6, 2023factForm ADV

Dated events

Occurred
Jul 6, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8a27e304-48b1-5f44-85e2-e98495abd6a9
First observed: Jun 15, 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.