DFX Intelligence

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

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RIA / WealthAdvisor27 years in industry

R•••••• T••• B••••

Advisor at B••••••••• C•••••• M••••••••• L••

WHEATON, IL | Germantown, MD

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Search this name across graphsid dfx:ria:d8cdeaa8-f51e-0113-4bf7-a37beb469659

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 14, 2012 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••••••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 30, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 18derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••••• A•••• M••••••••• L••	Independent wealth	Apr 16, 2021	n/a	yes	Germantown, MD	Current employment
B••••••••• C•••••• M••••••••• L••	Independent wealth	Feb 27, 2008	n/a	yes	WHEATON, IL\|Germantown, MD	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••••• C•••••• M•••••••••	M•••••••• A•••• M••••••••• L••	Apr 14, 2021	Apr 16, 2021	2	Firm change	RIA to RIA
M•••••••• A•••• M••••••••• L••	A•••••••• C•••••• M•••••••••	Feb 11, 2021	Mar 16, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
157423:310441:NC:2021-04-14	Apr 14, 2021	Apr 16, 2021	CORNELIUS, NC	Firm change
310441:157423:PA:2021-02-11	Feb 11, 2021	Mar 16, 2021	PITTSBURGH, PA	Firm change

Relationships

Registered with (3)

→ M•••••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Oct 20, 2020 to Feb 11, 2021factForm ADV
→ B••••••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Feb 27, 2008 to presentfactForm ADV
→ A•••••••• C•••••• M•••••••••Registered adviserregistration: previous registration
Mar 16, 2021 to Apr 14, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d8cdeaa8-f51e-0113-4bf7-a37beb469659
First observed: Mar 14, 2012
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.