DFX Intelligence

C•••••••• D•• S•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

C•••••••• D•• S•••••••

Advisor at B•••••• R••• P•••••• W•••••

CHARLESTON, SC

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Search this name across graphsid dfx:ria:c2781439-36d0-ff82-6b64-3b11680ad023

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 6, 2023 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: B•••••• R••• P•••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 9, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••• R••• P•••••• W•••••	Independent wealth	Mar 22, 2024	n/a	yes	CHARLESTON, SC	Current employment
B•••••• R••• P•••••• W•••••	Independent wealth	Jan 6, 2023	Mar 20, 2024	no	CHARLESTON, SC	Previous registration

Relationships

Registered with (1)

→ B•••••• R••• P•••••• W•••••Registered adviserregistration: previous registration
Jan 6, 2023 to Mar 20, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c2781439-36d0-ff82-6b64-3b11680ad023
First observed: Jan 6, 2023
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.