R••••• L•• B•••••: person on the family offices graph

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 roles: 1
Past roles: 0

Relationships

Owns (1)

→ F•••••• F••••• F••••••••• L••Office75% or more
Jun 1, 2014 to presentfactForm ADV

Employs (1)

← F•••••• F••••• F••••••••• L••OfficeManaging Member/chief Compliance Officer
Jun 1, 2014 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: Family Offices
Canonical id: dfx:fo:b3457b8b-5183-4a56-b1a8-f3e130335d2a
First observed: n/a
Last observed: Sep 12, 2026 11 days ago
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.