DFX Intelligence

C••••••••• F• W• P••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor20 years in industry

C••••••••• F• W• P••••••

Advisor at B••••••• F••••• O•••••• L••

CHARLOTTE, NC | ORLANDO, FL

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Search this name across graphsid dfx:ria:fe7132a7-0568-f21c-03e8-c5723f344ff2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Apr 11, 2006 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••••••• F••••• O•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 6, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••• F••••• O•••••• L••	Independent wealth	Apr 28, 2021	n/a	yes	CHARLOTTE, NC\|ORLANDO, FL	Current employment
G•• A••••••• S•••••••• L••	Asset manager	Sep 16, 2015	Jun 30, 2017	no	ORLANDO, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•• A••••••• S•••••••• L••	B••••••• F••••• O•••••• L••	Jun 30, 2017	Apr 28, 2021	1,398	Firm change after gap	Other
S••••••• I••••••••• S•••••••• I•••	G•• A••••••• S•••••••• L••	Jul 2, 2015	Sep 16, 2015

Relationships

Registered with (3)

→ B••••••• F••••• O•••••• L••Registered adviserregistration: current employment
Apr 28, 2021 to presentfactForm ADV
→ G•• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Sep 16, 2015 to Jun 30, 2017factForm ADV
→ S••••••• I••••••••• S•••••••• I•••Registered adviserregistration: previous registration
Apr 11, 2006 to Jul 2, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fe7132a7-0568-f21c-03e8-c5723f344ff2
First observed: Apr 11, 2006
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.