DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

B••••• L•• S••••••

Advisor at P•• W••••• M•••••••••

BELTON, TX | GEORGETOWN, TX

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Search this name across graphsid dfx:ria:acc86861-acff-634c-f3a4-2b79e9d13370

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 26, 2024 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: P•• W••••• M•••••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 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: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•• W••••• M•••••••••	Bd affiliated wealth	Jul 30, 2025	n/a	yes	GEORGETOWN, TX\|BELTON, TX\|GEORGETOWN, TX	Current employment
E•••• S••••••••• L••	Bd affiliated wealth	Mar 26, 2024	Aug 7, 2025	no	AUSTIN, TX\|TEMPLE, TX\|AUSTIN, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••• S••••••••• L••	P•• W••••• M•••••••••	Aug 7, 2025	Jul 30, 2025	-8	Firm change	Ibd to ibd

Relationships

Registered with (2)

→ P•• W••••• M•••••••••Registered adviserregistration: current employment
Jul 30, 2025 to presentfactForm ADV
→ E•••• S••••••••• L••Registered adviserregistration: previous registration
Mar 26, 2024 to Aug 7, 2025factForm ADV

Dated events

Occurred
Aug 7, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:acc86861-acff-634c-f3a4-2b79e9d13370
First observed: Mar 26, 2024
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.