B•••• L•• C•••

Advisor at ••••••••

••• Locked

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0064d899-0a86-15a6-6a14-3957eb91dd81

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 14, 2002 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: ••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 31, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
••••••••	Independent wealth	May 3, 2024	n/a	yes	Nashville, TN\|Terre Haute, IN\|NASHVILLE, TN	Current employment
W•••• F•••• A•••••••	Wirehouse	Feb 18, 2022	May 16, 2024	no	TERRE HAUTE, IN\|ROBINSON, IL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	••••••••	May 16, 2024	May 3, 2024	-13	Firm change	Wirehouse to RIA
W•••• F•••• A•••••••	W•••• F•••• A•••••••	Feb 18, 2022	Feb 18, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
11025:3767:IL:2024-05-16	May 16, 2024	May 3, 2024	ROBINSON, IL	Firm change
19616:11025:IN:2022-02-17	Feb 18, 2022	Feb 18, 2022	TERRE HAUTE, IN	Firm change

Relationships

Registered with (5)

→ ••••••••Registered adviserregistration: current employment
May 3, 2024 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Feb 18, 2022 to May 16, 2024factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Aug 21, 2015 to Feb 18, 2022factForm ADV
→ L•• F•••••••• L••

Dated events

Occurred
May 16, 2024
Advisor changed firm
B•••• L•• C••• left W•••• F•••• A••••••• for &Partners (registered 2024-05-03)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0064d899-0a86-15a6-6a14-3957eb91dd81
First observed: Mar 14, 2002
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.