DFX Intelligence

E•••• C•••••• R•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor39 years in industry

E•••• C•••••• R•••••

Advisor at B••••••••• A•••• M••••••••• L••

JUPITER, FL | Navasota, TX

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Search this name across graphsid dfx:ria:c14a003c-9481-78b6-5149-5260b92e90dd

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 4, 2008 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••••••••• A•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 30, 1986earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••••• A•••• M••••••••• L••	Independent wealth	Apr 21, 2026	n/a	yes	Navasota, TX\|JUPITER, FL	Current employment
R•••• I••••••••• A••••••• L••	Bd affiliated wealth	Dec 20, 2023	Oct 22, 2024	no	Navasota, TX\|KENTWOOD, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••• I••••••••• A••••••• L••	B••••••••• A•••• M••••••••• L••	Oct 22, 2024	Apr 21, 2026	546	Firm change after gap	Ibd to ibd
N••• F•••••••• G••••• I•••	R•••• I••••••••• A••••••• L••	Dec 31, 2021	Dec 20, 2023

Relationships

Registered with (3)

→ B••••••••• A•••• M••••••••• L••Registered adviserregistration: current employment
Apr 21, 2026 to presentfactForm ADV
→ R•••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Dec 20, 2023 to Oct 22, 2024factForm ADV
→ N••• F•••••••• G••••• I•••Registered adviserregistration: previous registration
Mar 4, 2008 to Dec 31, 2021factForm ADV

Dated events

Occurred
Oct 22, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c14a003c-9481-78b6-5149-5260b92e90dd
First observed: Mar 4, 2008
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.