DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

B••••••• D••••• W••••••

I••••• F•••• A••••••• L••state registeredBonaire, GaIA-onlyIAPD 4278023

Feed of 09/14/2026

At current firm

0 y

since May 5, 2026

In the industry

25 y

since Dec 4, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

I••••• F•••• A••••••• L•• state registered current
since May 5, 2026 · Bonaire, Ga
I•••••••• A••••••• S•••••••• independent RIA
May 31, 2024 to May 11, 2026 · Dallas, Tx
S••••••• F•••••••• S•••••••• I••• former
Jan 16, 2008 to Dec 31, 2008 · Bellevue, Wa
S•••••• S••••••••• I••• BD affiliated
Mar 23, 2006 to Jan 9, 2008 · Warner Robins, Ga
W•••••• I••••••••• M••••••••• I••• unclassified
Jan 31, 2006 to Mar 27, 2006 · Warner Robins, Ga
W•••••• I••••••••• M••••••••• I••• unclassified
Jul 26, 2005 to Dec 31, 2005 · Byron, Ga
S••••••• F•••••••• S•••••••• I••• former
May 26, 2005 to Aug 1, 2005 · Warner Robins, Ga

Moves

a registration end followed by a registration begin elsewhere

I•••••••• A••••••• S•••••••• to I••••• F•••• A••••••• L••
left May 11, 2026, registered May 5, 2026 (-6 days) · RIA to a state-registered adviser
S••••••• F•••••••• S•••••••• I••• to I•••••••• A••••••• S••••••••
left Dec 31, 2008, registered May 31, 2024 (5630 days) · Other
S•••••• S••••••••• I••• to S••••••• F•••••••• S•••••••• I•••
left Jan 9, 2008, registered Jan 16, 2008 (7 days) · Other
W•••••• I••••••••• M••••••••• I••• to S•••••• S••••••••• I•••
left Mar 27, 2006, registered Mar 23, 2006 (-4 days) · Other
S••••••• F•••••••• S•••••••• I••• to W•••••• I••••••••• M••••••••• I•••
left Aug 1, 2005, registered Jul 26, 2005 (-6 days) · Other

Signals

B••••••• D••••• W•••••• left I•••••••• A••••••• S•••••••• for I••••• F•••• A••••••• L•• (registered 2026-05-05)
May 11, 2026 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: STATE REGISTEREDderived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address