DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner39 years in industry

M•••••• B••••••• B•••••••••

Advisor at H••••••• W••••• M••••••••• G••••• L••

NORFOLK, VA

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Search this name across graphsid dfx:ria:a0980f61-a560-f6c5-0ab2-d9c593411396

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 21, 1987 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: H••••••• W••••• M••••••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 2, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••••••• W••••• M••••••••• G••••• L••	Independent wealth	Jul 11, 2020	n/a	yes	NORFOLK, VA	Current employment
F•••••••• C••••••••• O• V•••••••• I•••	n/a	Sep 5, 2002	Jul 11, 2020	no	PORTSMOUTH, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• C••••••••• O• V•••••••• I•••	H••••••• W••••• M••••••••• G••••• L••	Jul 11, 2020	Jul 11, 2020	0	Firm change	Other
A••••••••• F•••••••• S•••••••• L••	F•••••••• C••••••••• O• V•••••••• I•••	Sep 3, 2002	Sep 5, 2002

Relationships

Registered with (3)

→ H••••••• W••••• M••••••••• G••••• L••Registered adviserregistration: current employment
Jul 11, 2020 to presentfactForm ADV
→ F•••••••• C••••••••• O• V•••••••• I•••Registered adviserregistration: previous registration
Sep 5, 2002 to Jul 11, 2020factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Jul 21, 1987 to Sep 3, 2002factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a0980f61-a560-f6c5-0ab2-d9c593411396
First observed: Jul 21, 1987
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.