DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor25 years in industry

B•••• K•••• T•••••••••

Advisor at S•• B••• C••••••• L••

PORT ST. JOE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 30, 2001 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: S•• B••• C••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 30, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom 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
S•• B••• C••••••• L••	State registered	Dec 23, 2025	n/a	yes	PORT ST. JOE, FL	Current employment
M•••• P••••••••• L••	Former SEC adviser	Aug 9, 2013	Mar 17, 2014	no	PENSACOLA, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••• P••••••••• L••	S•• B••• C••••••• L••	Mar 17, 2014	Dec 23, 2025	4,299	Firm change after gap	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	M•••• P••••••••• L••	Apr 13, 2006	Aug 9, 2013

Relationships

Registered with (3)

→ S•• B••• C••••••• L••Registered adviserregistration: current employment
Dec 23, 2025 to presentfactForm ADV
→ M•••• P••••••••• L••Registered adviserregistration: previous registration
Aug 9, 2013 to Mar 17, 2014factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jul 30, 2001 to Apr 13, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 30, 2001
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.