DFX Intelligence

W••••• S•••••• R••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor21 years in industry

W••••• S•••••• R••••••••

Advisor at B•••••••••

RICHMOND, VA

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Search this name across graphsid dfx:ria:8c921d5e-cb4a-14e3-c10b-5585e38e3e81

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Jan 6, 2010 to Sep 14, 2026

Across DFX

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

Private Equityidentity

W••••• S•••••• R••••••••

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: B•••••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Dec 7, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••••	Mixed wealth	Aug 4, 2017	n/a	yes	RICHMOND, VA	Current employment
S•••• • S••••••••• L••	Former SEC adviser	Jan 6, 2010	Apr 13, 2012	no	RICHMOND, VA\|RICHMOND, VA\|RICHMOND, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••• • S••••••••• L••	B•••••••••	Apr 13, 2012	Aug 4, 2017	1,939	Firm change after gap	Other

Relationships

Registered with (2)

→ B•••••••••Registered adviserregistration: current employment
Aug 4, 2017 to presentfactForm ADV
→ S•••• • S••••••••• L••Registered adviserregistration: previous registration
Jan 6, 2010 to Apr 13, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8c921d5e-cb4a-14e3-c10b-5585e38e3e81
First observed: Jan 6, 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.