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

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RIA / WealthAdvisorCertified Financial Planner17 years in industry

A••••• Z•••••• B••••

Advisor at F••••• V•••••

GREENVILLE, SC

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Search this name across graphsid dfx:ria:9bacf097-5e5c-6051-cb3b-124554f8f8b0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 1, 2019 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: F••••• V•••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
F••••• V•••••	Independent wealth	Jan 10, 2022	n/a	yes	GREENVILLE, SC	Current employment
E••••• J••••	National bd RIA	Oct 1, 2019	Dec 21, 2021	no	Travelers Rest, SC\|ST LOUIS, MO\|Travelers Rest, SC\|TEMPE, AZ

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	F••••• V•••••	Dec 21, 2021	Jan 10, 2022	20	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ F••••• V•••••Registered adviserregistration: current employment
Jan 10, 2022 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Oct 1, 2019 to Dec 21, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9bacf097-5e5c-6051-cb3b-124554f8f8b0
First observed: Oct 1, 2019
Last observed: Sep 14, 2026 7 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.