DFX Intelligence

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

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RIA / WealthAdvisor31 years in industry

B•••• S••••• K••••••••

Advisor at W••••••••• I••••••••• A••••••• I•••

ANNAPOLIS, MD

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Search this name across graphsid dfx:ria:cd83039a-97fb-b081-e5a9-6c1a01b6e3b3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 7, 2014 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: W••••••••• I••••••••• A••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 10, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••••• I••••••••• A••••••• I•••	Independent wealth	Jan 6, 2016	n/a	yes	ANNAPOLIS, MD	Current employment
B•• B••••• C•••••• M••••••••• L••	n/a	Apr 7, 2014	Dec 31, 2019	no	BETHESDA, MD\|ANNAPOLIS, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•• B••••• C•••••• M••••••••• L••	W••••••••• I••••••••• A••••••• I•••	Dec 31, 2019	Jan 6, 2016	-1,455	Firm change after gap	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
169858:144571:MD:2019-12-31	Dec 31, 2019	Jan 6, 2016	ANNAPOLIS, MD	Firm change after gap

Relationships

Registered with (2)

→ W••••••••• I••••••••• A••••••• I•••Registered adviserregistration: current employment
Jan 6, 2016 to presentfactForm ADV
→ B•• B••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Apr 7, 2014 to Dec 31, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cd83039a-97fb-b081-e5a9-6c1a01b6e3b3
First observed: Apr 7, 2014
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.