DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

B••• G•••• D••••••

Advisor at R••••••••• W••••••• G••••

PASADENA, CA

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Search this name across graphsid dfx:ria:ec71796a-8282-6492-7873-2a1baf80c1ca

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 25, 2016 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••••••••• W••••••• G••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••••••• W••••••• G••••	Institutional manager	Jul 13, 2018	n/a	yes	PASADENA, CA	Current employment
M• H••••••• S••••••••• I•••	Bd affiliated wealth	Jan 25, 2016	May 31, 2018	no	TORRANCE, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M• H••••••• S••••••••• I•••	R••••••••• W••••••• G••••	May 31, 2018	Jul 13, 2018	43	Firm change	Ibd to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
43285:297255:CA:2018-05-31	May 31, 2018	Jul 13, 2018	TORRANCE, CA	Firm change

Relationships

Registered with (2)

→ R••••••••• W••••••• G••••Registered adviserregistration: current employment
Jul 13, 2018 to presentfactForm ADV
→ M• H••••••• S••••••••• I•••Registered adviserregistration: previous registration
Jan 25, 2016 to May 31, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ec71796a-8282-6492-7873-2a1baf80c1ca
First observed: Jan 25, 2016
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.