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

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RIA / WealthAdvisor44 years in industry

R••••• W•••••• B••••••••

Advisor at B•••••••• P•••••• W•••••

LOCUST VALLEY, NY | Las Vegas, NV

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Search this name across graphsid dfx:ria:8e77c5a8-044e-8bdc-eca5-77171b08d1bd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 22, 2004 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: B•••••••• P•••••• W•••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 6, 1982earliest registration or exam on IAPD
Years in industry: 44derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms

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
B•••••••• P•••••• W•••••	Independent wealth	Aug 9, 2023	n/a	yes	Las Vegas, NV\|LOCUST VALLEY, NY	Current employment
G••• G••••••• P••••••• S•••••••	Former SEC adviser	Jan 30, 2020	Dec 31, 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
G••• G••••••• P••••••• S•••••••	B•••••••• P•••••• W•••••	Dec 31, 2022	Aug 9, 2023	221	Firm change	RIA to RIA
T•••• A•••••••• L••	G••• G••••••• P••••••• S•••••••	Nov 21, 2019

Relationships

Registered with (4)

→ B•••••••• P•••••• W•••••Registered adviserregistration: current employment
Aug 9, 2023 to presentfactForm ADV
→ G••• G••••••• P••••••• S•••••••Registered adviserregistration: previous registration
Jan 30, 2020 to Dec 31, 2022factForm ADV
→ T•••• A•••••••• L••Registered adviserregistration: previous registration
Dec 20, 2017 to Nov 21, 2019factForm ADV
→ C••••••••• W••••• A•••••••• L••

Dated events

Occurred
Dec 31, 2022
Advisor changed firm
R••••• W•••••• B•••••••• left G••• G••••••• P••••••• S••••••• for B•••••••• P•••••• W••••• (registered 2023-08-09)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8e77c5a8-044e-8bdc-eca5-77171b08d1bd
First observed: Apr 22, 2004
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.