DFX Intelligence

F•••••••• V•••• B•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst27 years in industry

F•••••••• V•••• B•••••

Advisor at B••••••••• • F•••••• L••

SOLANA BEACH, CA

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Search this name across graphsid dfx:ria:a05546b0-1cb3-8ba6-0167-c7987e742c35

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 16, 2004 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•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 15, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 21derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••••• • F•••••• L••	Independent wealth	Nov 18, 2004	n/a	yes	SOLANA BEACH, CA	Current employment
Z•••••• W••••• P•••••••	Independent wealth	Apr 16, 2004	Nov 4, 2004	no	SAN DIEGO, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
Z•••••• W••••• P•••••••	B••••••••• • F•••••• L••	Nov 4, 2004	Nov 18, 2004	14	Firm change	Other

Relationships

Registered with (2)

→ B••••••••• • F•••••• L••Registered adviserregistration: current employment
Nov 18, 2004 to presentfactForm ADV
→ Z•••••• W••••• P•••••••Registered adviserregistration: previous registration
Apr 16, 2004 to Nov 4, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a05546b0-1cb3-8ba6-0167-c7987e742c35
First observed: Apr 16, 2004
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.