DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner15 years in industry

B•••• F• A•••••••

Advisor at F••••••••• W••••• P•••••••

CLEMSON, SC

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Search this name across graphsid dfx:ria:abee1d98-8421-03ef-10a8-d60ba421d739

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 3
On other graphs: 0
Observed: Mar 4, 2011 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••••••••• W••••• P•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 19, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 11

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••••• W••••• P•••••••	State registered	Mar 13, 2026	n/a	yes	CLEMSON, SC	Current employment
T••••••• A•••••••	Independent wealth	May 19, 2025	Oct 14, 2025	no	GREENVILLE, SC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••• A•••••••	F••••••••• W••••• P•••••••	Oct 14, 2025	Mar 13, 2026	150	Firm change	RIA to state RIA
M••••• S••••••	T••••••• A•••••••	Jun 9, 2023	May 19, 2025

Relationships

Registered with (11)

→ F••••••••• W••••• P•••••••Registered adviserregistration: current employment
Mar 13, 2026 to presentfactForm ADV
→ T••••••• A•••••••Registered adviserregistration: previous registration
May 19, 2025 to Oct 14, 2025factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jul 15, 2022 to Jun 9, 2023factForm ADV
→ E•••••• C•••••• M••••••••• L••

Dated events

Occurred
Oct 14, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jun 9, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Feb 7, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:abee1d98-8421-03ef-10a8-d60ba421d739
First observed: Mar 4, 2011
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.