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

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RIA / WealthAdvisordual registered (broker-dealer)46 years in industry

B•••• R•••••• B••••••

Advisor at B••••• A•••••••

COLORADO SPRINGS, CO | ATLANTA, GA

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Search this name across graphsid dfx:ria:f82f16c9-7652-f4e1-dffd-e99325415210

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 14, 2004 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: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 7, 1980earliest registration or exam on IAPD
Years in industry: 46derivedfrom the industry start date
Years at current firm: 27derivedfrom the current registration's begin date
Prior firms: 1

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
T•• S•••••••• F•••••••• A•••••••	Bd affiliated wealth	Mar 2, 2007	n/a	yes	ATLANTA, GA\|COLORADO SPRINGS, CO	Current employment
B••••• A•••••••	State registered	Jan 1, 1999	n/a	yes	COLORADO SPRINGS, CO

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
U••••• S••••••••• A•••••••• I•••	T•• S•••••••• F•••••••• A•••••••	Feb 26, 2007	Mar 2, 2007	4	Firm change	Other

Relationships

Registered with (3)

→ T•• S•••••••• F•••••••• A•••••••Registered adviserregistration: current employment
Mar 2, 2007 to presentfactForm ADV
→ B••••• A•••••••Registered adviserregistration: current employment
Jan 1, 1999 to presentfactForm ADV
→ U••••• S••••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jun 14, 2004 to Feb 26, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f82f16c9-7652-f4e1-dffd-e99325415210
First observed: Jun 14, 2004
Last observed: Sep 14, 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.