DFX Intelligence

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

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RIA / WealthAdvisor26 years in industry

B••••• D••• B•••

Advisor at C•••••••

Dallas, TX

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:91c30d8f-863c-53fa-1a51-60e536702af7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 1
Observed: Jun 26, 2002 to Sep 14, 2026

Across DFX

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

Private Equityidentity

B••••• D••• B•••

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: C•••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Nov 22, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••	Institutional manager	Oct 11, 2021	n/a	yes	Dallas, TX	Current employment
C•••••••	Former SEC adviser	May 7, 2012	Nov 24, 2021	no	DALLAS, TX\|SAN ANTONIO, TX\|SAN ANTONIO, TX\|DALLAS, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••	C•••••••	Nov 24, 2021	Oct 11, 2021	-44	Firm change after gap	Other
T••• N•••• A•••••••• L••	C•••••••	Apr 17, 2012	May 7, 2012

Team moves

••• Locked

Team	Left	Joined	From	Kind
152651:175112:TX:2021-11-24	Nov 24, 2021	Oct 11, 2021	DALLAS, TX	Firm change after gap

Relationships

Registered with (6)

→ C•••••••Registered adviserregistration: current employment
Oct 11, 2021 to presentfactForm ADV
→ C•••••••Registered adviserregistration: previous registration
May 7, 2012 to Nov 24, 2021factForm ADV
→ T••• N•••• A•••••••• L••Registered adviserregistration: previous registration
Apr 15, 2010 to Apr 17, 2012factForm ADV
→ B•• F•••••••• A•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:91c30d8f-863c-53fa-1a51-60e536702af7
First observed: Jun 26, 2002
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.