DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorCertified Financial Planner20 years in industry

R•••••• B• M•••••

Advisor at C•••••••

GREENVILLE, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a1b5a5bb-0247-1ae0-6835-49f6c666521d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 26, 2006 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: C•••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Jul 21, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••	Institutional manager	Jul 2, 2021	n/a	yes	GREENVILLE, SC	Current employment
N•••••• N•••••• • P••••••• I•••	Former SEC adviser	May 1, 2018	Nov 12, 2021	no	GREENVILLE, SC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N•••••• N•••••• • P••••••• I•••	C•••••••	Nov 12, 2021	Jul 2, 2021	-133	Firm change after gap	Other
W•••• F•••• A•••••••	N•••••• N•••••• • P••••••• I•••	May 1, 2018	May 1, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
293199:175112:SC:2021-11-12	Nov 12, 2021	Jul 2, 2021	GREENVILLE, SC	Firm change after gap
11025:293199:SC:2018-05-01	May 1, 2018	May 1, 2018	GREENVILLE, SC	Firm change

Relationships

Registered with (4)

→ C•••••••Registered adviserregistration: current employment
Jul 2, 2021 to presentfactForm ADV
→ N•••••• N•••••• • P••••••• I•••Registered adviserregistration: previous registration
May 1, 2018 to Nov 12, 2021factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Sep 17, 2012 to May 1, 2018factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a1b5a5bb-0247-1ae0-6835-49f6c666521d
First observed: Jul 26, 2006
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.