DFX Intelligence

A•••• S•• H•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor17 years in industry

A•••• S•• H•••••••

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

THE VILLAGES, FL

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Search this name across graphsid dfx:ria:977c9413-dae7-0468-5c37-4ac04f70122c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 1, 2014 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••••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• F•••••••• A••••••• G••••• L••	Independent wealth	Jul 31, 2024	n/a	yes	THE VILLAGES, FL	Current employment
T••••• A••••••• S•••••••• I•••	Bd affiliated wealth	Feb 17, 2021	Jun 20, 2024	no	ATLANTA, GA\|SUMMERFIELD, FL\|LADY LAKE, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••• A••••••• S•••••••• I•••	B•••••••• F•••••••• A••••••• G••••• L••	Jun 20, 2024	Jul 31, 2024	41	Firm change	Ibd to RIA
B••• S••••••••• L••	T••••• A••••••• S•••••••• I•••	Feb 17, 2021	Feb 17, 2021

Relationships

Registered with (5)

→ B•••••••• F•••••••• A••••••• G••••• L••Registered adviserregistration: current employment
Jul 31, 2024 to presentfactForm ADV
→ T••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Feb 17, 2021 to Jun 20, 2024factForm ADV
→ B••• S••••••••• L••Registered adviserregistration: previous registration
Jan 2, 2018 to Feb 17, 2021factForm ADV
→ B••• I••••••••• S•••••••• I•••

Dated events

Occurred
Jun 20, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:977c9413-dae7-0468-5c37-4ac04f70122c
First observed: Apr 1, 2014
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.