DFX Intelligence

T•• B•••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

T•• B•••

B••• FINANCIAL GROUP, LLC, CRD 319316

THE WOODLANDS, TX

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Search this name across graphsid dfx:ria:e6a0d620-e74d-b9c9-a7f1-90dd5fb29825

Data as of Feb 27, 2023 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 3
On other graphs: 0
Observed: Mar 8, 2022 to Feb 27, 2023
4 observations

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $0••• Locked
Discretionary RAUM: $0
Private client RAUM: $0derived••• Locked
Advisors on IAPD: 0
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
S••••••••• R•••••• D••••	CCO AND MANAGING MEMBER	E	yes	11/2021	Mar 8, 2022	Feb 27, 2023

Relationships

Controls (1)

← S••••••••• R•••••• D••••OwnerCCO AND MANAGING MEMBER, ownership code E, individual
Mar 8, 2022 to presentfactForm ADV

Registered with (2)

← R••••• D•••• S••••••••Advisorregistration: previous registration
Feb 14, 2023 to Oct 9, 2023factForm ADV
← Trent Cameron SchneiderAdvisorregistration: previous registration
Mar 19, 2023 to Oct 9, 2023factForm ADV

Dated events

Occurred
Oct 9, 2023
Advisor changed firm
Trent Cameron Schneider left T•• B••• for Beaumont Financial Partners (registered 2025-08-18)
Form ADVobserved 7 days ago
Occurred
Oct 9, 2023
Advisor departed, no destination yet
Robert David Schneider no longer registered at T•• B•••; no later IA registration on IAPD
Form ADVobserved 7 days ago
Occurred
Mar 8, 2022
First Form ADV filing
Baha Financial Group filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e6a0d620-e74d-b9c9-a7f1-90dd5fb29825
First observed: Mar 8, 2022
Last observed: Feb 27, 2023 43 months ago
Source families: Federal regulator filings
3 registered feeds 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.