DFX Intelligence

R••• A•••••• G••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor11 years in industry

R••• A•••••• G••••

Advisor at B••••••••• W••••• A•••••••• L••

San Benito, TX

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Search this name across graphsid dfx:ria:998d4f20-8dd9-0fcd-266f-c6b58ad43007

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Nov 29, 2022 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••••••••• W••••• A•••••••• L••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••••• W••••• A•••••••• L••	No RAUM reported	Apr 17, 2024	n/a	yes	San Benito, TX	Current employment
E••••••• C•••••• A•••••••• L••	Independent wealth	Nov 29, 2022	Apr 16, 2024	no	DRAPER, UT\|San Benito, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••••• C•••••• A•••••••• L••	B••••••••• W••••• A•••••••• L••	Apr 16, 2024	Apr 17, 2024	1	Firm change	Other

Relationships

Registered with (2)

→ B••••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Apr 17, 2024 to presentfactForm ADV
→ E••••••• C•••••• A•••••••• L••Registered adviserregistration: previous registration
Nov 29, 2022 to Apr 16, 2024factForm ADV

Dated events

Occurred
Apr 16, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:998d4f20-8dd9-0fcd-266f-c6b58ad43007
First observed: Nov 29, 2022
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.