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

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RIA / WealthAdvisor12 years in industry

B•••• W••••

Advisor at F•••••••• • T•• A••••••••• L••

ST. LOUIS, MO | Edmond, OK

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Search this name across graphsid dfx:ria:a4a964f2-4253-c523-a01f-c96811fa8bc6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jan 5, 2018 to Sep 15, 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•••••••• • T•• A••••••••• L••
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: Oct 1, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom 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•••••••• • T•• A••••••••• L••	Independent wealth	Sep 3, 2026	n/a	yes	ST. LOUIS, MO\|Edmond, OK	Current employment
E•••••• A••••••• G••••• L••	Bd affiliated wealth	Oct 20, 2022	Feb 4, 2026	no

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•••••• A••••••• G••••• L••	F•••••••• • T•• A••••••••• L••	Feb 4, 2026	Sep 3, 2026	211	Firm change	Ibd to RIA
C•••••• S••••• • C••• I•••	E•••••• A••••••• G••••• L••	Oct 18, 2022

Relationships

Registered with (5)

→ F•••••••• • T•• A••••••••• L••Registered adviserregistration: current employment
Sep 3, 2026 to presentfactForm ADV
→ E•••••• A••••••• G••••• L••Registered adviserregistration: previous registration
Oct 20, 2022 to Feb 4, 2026factForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Nov 2, 2021 to Oct 18, 2022factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Feb 4, 2026
Advisor changed firm
B•••• W•••• left E•••••• A••••••• G••••• L•• for F•••••••• • T•• A••••••••• L•• (registered 2026-09-03)
Form ADVobserved 7 days ago
Occurred
Oct 18, 2022
Advisor changed firm
B•••• W•••• left C•••••• S••••• • C••• I••• for E•••••• A••••••• G••••• L•• (registered 2022-10-20)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a4a964f2-4253-c523-a01f-c96811fa8bc6
First observed: Jan 5, 2018
Last observed: Sep 15, 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.