DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant|Chartered Financial Analyst20 years in industry

B••• L•• R•••••••

Advisor at F••••••

SAN FRANCISCO, CA | Chandler, AZ

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Search this name across graphsid dfx:ria:8cb1fa20-872d-dfde-5633-dfdad12156d0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 3
On other graphs: 0
Observed: Dec 20, 2005 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: F••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 12, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 9

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••	Independent wealth	Jun 18, 2025	n/a	yes	Chandler, AZ\|SAN FRANCISCO, CA	Current employment
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Oct 17, 2023	Mar 27, 2025	no	Phoenix, AZ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• I••••••••• R••••••• A•••••••• I•••	F••••••	Mar 27, 2025	Jun 18, 2025	83	Firm change	Ibd to RIA
R••••••• A•••• M••••••••• L••	O••••• I••••••••• A••••••• L••	Nov 6, 2023	May 18, 2022

Relationships

Registered with (9)

→ F••••••Registered adviserregistration: current employment
Jun 18, 2025 to presentfactForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Oct 17, 2023 to Mar 27, 2025factForm ADV
→ R••••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
May 3, 2021 to Nov 6, 2023factForm ADV
→ O••••• I••••••••• A••••••• L••

Dated events

Occurred
Mar 27, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Nov 6, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
May 18, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8cb1fa20-872d-dfde-5633-dfdad12156d0
First observed: Dec 20, 2005
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.