DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant27 years in industry

B•••• T••••••• H••••••

Advisor at R••••••••• A•••••••

RIDGELAND, MS

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: May 3, 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: R••••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 24, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••••••• A•••••••	Independent wealth	Jan 1, 2025	n/a	yes	RIDGELAND, MS	Current employment
R••••••••• A•••••••	Independent wealth	Jul 7, 2015	Dec 31, 2018	no	RIDGELAND, MS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••••• F•••••••• G••••• I•••	R••••••••• A•••••••	Jul 7, 2015	Jul 7, 2015	0	Firm change	Other
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	B••••••••• F•••••••• G••••• I•••	Jun 21, 2010	Jun 21, 2010

Relationships

Registered with (6)

→ R••••••••• A•••••••Registered adviserregistration: previous registration
Jul 7, 2015 to Dec 31, 2018factForm ADV
→ B••••••••• F•••••••• G••••• I•••Registered adviserregistration: previous registration
Jun 21, 2010 to Jul 7, 2015factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Jan 15, 2009 to Jun 21, 2010factForm ADV
→ L•• F•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: May 3, 2002
Last observed: Sep 14, 2026 10 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.