DFX Intelligence

G•••••• F••••• O••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

G•••••• F••••• O••••

Advisor at B••••• W•••••• L••

••• Locked

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Search this name across graphsid dfx:ria:ac19118a-68d5-0c78-8864-816a39fb0704

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Sep 4, 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: B••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• W•••••• L••	Independent wealth	Apr 9, 2025	n/a	yes	Houston, TX\|MCLEAN, VA\|The Woodlands, TX	Current employment
F•••• P••••••• W•••••• L••	Independent wealth	Jul 1, 2024	Mar 18, 2025	no	ST. LOUIS, MO\|HOUSTON, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••• P••••••• W•••••• L••	B••••• W•••••• L••	Mar 18, 2025	Apr 9, 2025	22	Firm change	RIA to RIA
B••••••••• S•••••••• W•••••• L••	F•••• P••••••• W•••••• L••	Nov 14, 2024	Jul 1, 2024

Relationships

Registered with (6)

→ B••••• W•••••• L••Registered adviserregistration: current employment
Apr 9, 2025 to presentfactForm ADV
→ F•••• P••••••• W•••••• L••Registered adviserregistration: previous registration
Jul 1, 2024 to Mar 18, 2025factForm ADV
→ B••••••••• S•••••••• W•••••• L••Registered adviserregistration: previous registration
Jun 16, 2023 to Nov 14, 2024factForm ADV
→ F•• C•••

Dated events

Occurred
Mar 18, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jun 9, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ac19118a-68d5-0c78-8864-816a39fb0704
First observed: Sep 4, 2018
Last observed: Sep 15, 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.