DFX Intelligence

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

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RIA / WealthAdvisor26 years in industry

D•••••• Y••••• C•••

Advisor at B••••••••• F•••••••• M••••••••• ••• L••

ORLANDO, FL | Indianapolis, IN

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Search this name across graphsid dfx:ria:d5e9c6b7-1bdf-5c31-f4fb-facbf353aa0a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Sep 26, 2017 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••••••••• F•••••••• M••••••••• ••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 6, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••••• F•••••••• M••••••••• ••• L••	Independent wealth	Sep 23, 2024	n/a	yes	Indianapolis, IN\|ORLANDO, FL	Current employment
E••••••• W••••• A•••••••• L••	State registered	May 11, 2023	Oct 2, 2023	no	Boston, MA\|PHOENIX, AZ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••••• W••••• A•••••••• L••	B••••••••• F•••••••• M••••••••• ••• L••	Oct 2, 2023	Sep 23, 2024	357	Firm change	Other
F•••• T•••• S••••••••• I•••	E••••••• W••••• A•••••••• L••	Mar 24, 2023	May 11, 2023

Relationships

Registered with (4)

→ B••••••••• F•••••••• M••••••••• ••• L••Registered adviserregistration: current employment
Sep 23, 2024 to presentfactForm ADV
→ E••••••• W••••• A•••••••• L••Registered adviserregistration: previous registration
May 11, 2023 to Oct 2, 2023factForm ADV
→ F•••• T•••• S••••••••• I•••Registered adviserregistration: previous registration
Feb 18, 2022 to Mar 24, 2023factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Oct 2, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 24, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d5e9c6b7-1bdf-5c31-f4fb-facbf353aa0a
First observed: Sep 26, 2017
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.