E•••••• A••••••

Advisor at B••••••• W••••• S••••••••

SAN ANTONIO, TX

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Search this name across graphsid dfx:ria:f83cf6fc-b6e6-7461-5a3f-c382380fc66e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Mar 18, 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: B••••••• W••••• S••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••• W••••• S••••••••	Independent wealth	Apr 12, 2023	n/a	yes	SAN ANTONIO, TX	Current employment
J••• M••••• S••••••••• L••	Wirehouse	Oct 19, 2022	Mar 16, 2023	no	San Antonio, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• S••••••••• L••	B••••••• W••••• S••••••••	Mar 16, 2023	Apr 12, 2023	27	Firm change	Wirehouse to RIA
B••••••• W••••• S••••••••	J••• M••••• S••••••••• L••	Aug 26, 2022	Oct 19, 2022

Relationships

Registered with (6)

→ B••••••• W••••• S••••••••Registered adviserregistration: previous registration
Sep 29, 2020 to Aug 26, 2022factForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Oct 19, 2022 to Mar 16, 2023factForm ADV
→ C••• B•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Sep 24, 2018 to Sep 24, 2020factForm ADV
→ P•• M•••••• A•••••• S••••••••• I•••

Dated events

Occurred
Mar 16, 2023
Advisor changed firm
E•••••• A•••••• left J••• M••••• S••••••••• L•• for B••••••• W••••• S•••••••• (registered 2023-04-12)
Form ADVobserved 7 days ago
Occurred
Aug 26, 2022
Advisor changed firm
E•••••• A•••••• left B••••••• W••••• S•••••••• for J••• M••••• S••••••••• L•• (registered 2022-10-19)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f83cf6fc-b6e6-7461-5a3f-c382380fc66e
First observed: Mar 18, 2016
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.