DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)29 years in industry

B•••••• E•••••••• W•••••••

Advisor at D••• D••••••• • C••

RICHMOND, VA | Crew, VA

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Search this name across graphsid dfx:ria:97ab940a-61dd-29e4-71b4-59493397b35c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Aug 6, 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: D••• D••••••• • C••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 2, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D••• D••••••• • C••	Independent wealth	Apr 16, 2025	n/a	yes	RICHMOND, VA\|Crew, VA	Current employment
T••••• A••••••• S•••••••• I•••	Bd affiliated wealth	Feb 17, 2021	Apr 16, 2025	no	ATLANTA, GA\|RICHMOND, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••• A••••••• S•••••••• I•••	D••• D••••••• • C••	Apr 16, 2025	Apr 16, 2025	0	Firm change	Ibd to RIA
B••• S••••••••• L••	T••••• A••••••• S•••••••• I•••	Feb 17, 2021	Feb 17, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
283390:199:VA:2025-04-16	Apr 16, 2025	Apr 16, 2025	RICHMOND, VA	Firm change

Relationships

Registered with (3)

→ D••• D••••••• • C••Registered adviserregistration: current employment
Apr 16, 2025 to presentfactForm ADV
→ T••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Feb 17, 2021 to Apr 16, 2025factForm ADV
→ B••• S••••••••• L••Registered adviserregistration: previous registration
Aug 6, 2014 to Feb 17, 2021factForm ADV

Dated events

Occurred
Apr 16, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:97ab940a-61dd-29e4-71b4-59493397b35c
First observed: Aug 6, 2014
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.