DFX Intelligence

Q••••••• W•• H••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

Q••••••• W•• H••••••

Advisor at B•• F•••••••• A•••••••• L••

GRAPEVINE, TX

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Search this name across graphsid dfx:ria:964cb81f-0fb8-d15c-3d55-5ad4a105f2e4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Apr 23, 2016 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•• F•••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom 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•• F•••••••• A•••••••• L••	Independent wealth	Apr 16, 2026	n/a	yes	GRAPEVINE, TX	Current employment
B•••• T•••• W••••• M••••••••• L••	Mixed wealth	May 22, 2025	Mar 30, 2026	no	FRISCO, TX\|MADISON, WI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••• T•••• W••••• M••••••••• L••	B•• F•••••••• A•••••••• L••	Mar 30, 2026	Apr 16, 2026	17	Firm change	Other
V••••••• A•••••••• I•••	B•••• T•••• W••••• M••••••••• L••	Jun 2, 2025	May 22, 2025

Team moves

••• Locked

Team	Left	Joined	From	Kind
5393:104556:TX:2016-11-08	Nov 8, 2016	Jan 26, 2017	WESTLAKE, TX	Firm change

Relationships

Registered with (5)

→ B•• F•••••••• A•••••••• L••Registered adviserregistration: current employment
Apr 16, 2026 to presentfactForm ADV
→ B•••• T•••• W••••• M••••••••• L••Registered adviserregistration: previous registration
May 22, 2025 to Mar 30, 2026factForm ADV
→ V••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jun 27, 2023 to Jun 2, 2025factForm ADV
→ A•••••• A••••••• S•••••••

Dated events

Occurred
Mar 30, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Jun 2, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:964cb81f-0fb8-d15c-3d55-5ad4a105f2e4
First observed: Apr 23, 2016
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.