DFX Intelligence

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

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RIA / WealthAdvisor25 years in industry

B•••• G••••• B••••

Advisor at W••••••••• C•••••• M••••••••• L••

CANFIELD, OH | RICHMOND, VA

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Search this name across graphsid dfx:ria:900f9350-450a-3644-6acf-f4e721213a5f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 21, 2003 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: W••••••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 2, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••••• C•••••• M••••••••• L••	Independent wealth	Feb 17, 2010	n/a	yes	CANFIELD, OH\|RICHMOND, VA	Current employment
S••••••• I••••••••• I•••	Former SEC adviser	Jan 21, 2003	Feb 18, 2010	no	CANFIELD, OH\|CANFIELD, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••• I••••••••• I•••	W••••••••• C•••••• M••••••••• L••	Feb 18, 2010	Feb 17, 2010	-1	Firm change	Other

Relationships

Registered with (2)

→ W••••••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Feb 17, 2010 to presentfactForm ADV
→ S••••••• I••••••••• I•••Registered adviserregistration: previous registration
Jan 21, 2003 to Feb 18, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:900f9350-450a-3644-6acf-f4e721213a5f
First observed: Jan 21, 2003
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.