DFX Intelligence

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

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RIA / WealthAdvisor38 years in industry

B•••••• B••••• C•••••••

Advisor at B•••••• C••••••• • A••••••••• I••

••• Locked

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Search this name across graphsid dfx:ria:df0436aa-a174-fb99-505b-33679f8cd443

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 24, 1988 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•••••• C••••••• • A••••••••• I••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Oct 21, 1987earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••• C••••••• • A••••••••• I••	Other adviser	Jan 29, 2014	n/a	yes	ORLANDO, FL\|Coral Gables, FL\|Orlando, FL	Current employment
B•••••• C••••••• • A••••••••• I••	Other adviser	Jun 24, 1988	May 30, 2008	no	WINTER PARK, FL

Relationships

Registered with (1)

→ B•••••• C••••••• • A••••••••• I••Registered adviserregistration: previous registration
Jun 24, 1988 to May 30, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:df0436aa-a174-fb99-505b-33679f8cd443
First observed: Jun 24, 1988
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.