DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

B•••••• T••••••••• C•••••

Advisor at A••••••• F•••••••• M••••••••• L•••

OWINGS MILLS, MD

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Search this name across graphsid dfx:ria:fb21fcab-9ce3-245d-6560-f43079ce7fcb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 3, 2019 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: A••••••• F•••••••• M••••••••• L•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• F•••••••• M••••••••• L•••	Independent wealth	Dec 17, 2025	n/a	yes	OWINGS MILLS, MD	Current employment
T•• M••••••• F•••••••• G•••• L••	Independent wealth	Jun 1, 2019	Apr 6, 2023	no	Hunt Valley, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• M••••••• F•••••••• G•••• L••	A••••••• F•••••••• M••••••••• L•••	Apr 6, 2023	Dec 17, 2025	986	Firm change after gap	RIA to RIA
J••••• M••••••••• S•••• L••	T•• M••••••• F•••••••• G•••• L••	May 9, 2019	Jun 1, 2019

Relationships

Registered with (3)

→ A••••••• F•••••••• M••••••••• L•••Registered adviserregistration: current employment
Dec 17, 2025 to presentfactForm ADV
→ T•• M••••••• F•••••••• G•••• L••Registered adviserregistration: previous registration
Jun 1, 2019 to Apr 6, 2023factForm ADV
→ J••••• M••••••••• S•••• L••Registered adviserregistration: previous registration
Jan 3, 2019 to May 9, 2019factForm ADV

Dated events

Occurred
Apr 6, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fb21fcab-9ce3-245d-6560-f43079ce7fcb
First observed: Jan 3, 2019
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.