DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner34 years in industry

C•••••• P•••••• B••••••

Advisor at B•••••• H••••• W••••• M•••••••••

MOUNT PLEASANT, SC | VIRGINIA BEACH, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:904c94ff-e9ab-c91e-5df8-557ee33c874a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Apr 14, 1994 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•••••• H••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 7, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••• H••••• W••••• M•••••••••	Independent wealth	Mar 16, 2026	n/a	yes	MOUNT PLEASANT, SC\|VIRGINIA BEACH, VA	Current employment
C•• A•••••••• L••	Independent wealth	May 23, 2022	Dec 31, 2025	no	Virginia Beach, VA\|ATLANTA, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•• A•••••••• L••	B•••••• H••••• W••••• M•••••••••	Dec 31, 2025	Mar 16, 2026	75	Firm change	RIA to RIA
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	C•• A•••••••• L••	Sep 20, 2022	May 23, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
111025:338986:GA:2025-12-31	Dec 31, 2025	Mar 16, 2026	ATLANTA, GA	Firm change
149018:111025:VA:2022-09-20	Sep 20, 2022	May 23, 2022	VIRGINIA BEACH, VA	Firm change after gap
7691:149018:SC:2020-05-21	May 21, 2020	May 18, 2020	MOUNT PLEASANT, SC	Firm change

Relationships

Registered with (5)

→ B•••••• H••••• W••••• M•••••••••Registered adviserregistration: current employment
Mar 16, 2026 to presentfactForm ADV
→ C•• A•••••••• L••Registered adviserregistration: previous registration
May 23, 2022 to Dec 31, 2025factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
May 18, 2020 to Sep 20, 2022factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Dec 31, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Sep 20, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:904c94ff-e9ab-c91e-5df8-557ee33c874a
First observed: Apr 14, 1994
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.