DFX Intelligence

H•••••• G••••• B•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner25 years in industry

H•••••• G••••• B•••

Advisor at B••••• A•••••••

AUSTIN, TX

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Search this name across graphsid dfx:ria:deaba11b-483d-25a6-f52e-d8360c620166

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Oct 11, 2002 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••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 10, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• A•••••••	Independent wealth	Sep 16, 2025	n/a	yes	AUSTIN, TX\|AUSTIN, TX	Current employment
C••••• F••••• O••••• L••	Independent wealth	Aug 15, 2019	Sep 16, 2025	no	Austin, TX\|AUSTIN, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• F••••• O••••• L••	B••••• A•••••••	Sep 16, 2025	Sep 16, 2025	0	Firm change	RIA to new firm
J••• M••••• S••••••••• L••	C••••• F••••• O••••• L••	May 15, 2012	Aug 15, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
294025:335101:TX:2025-09-16	Sep 16, 2025	Sep 16, 2025	AUSTIN, TX	Firm change

Relationships

Registered with (8)

→ B••••• A•••••••Registered adviserregistration: current employment
Sep 16, 2025 to presentfactForm ADV
→ C••••• F••••• O••••• L••Registered adviserregistration: previous registration
Aug 15, 2019 to Sep 16, 2025factForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Dec 17, 2010 to May 15, 2012factForm ADV
→ W•••• F•••• I••••••••• L••Registered adviser

Dated events

Occurred
Sep 16, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:deaba11b-483d-25a6-f52e-d8360c620166
First observed: Oct 11, 2002
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.