DFX Intelligence

A••• R••••• T••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor11 years in industry

A••• R••••• T••••

Advisor at B•••••• • C•••••• L••

GRAND RAPIDS, MI

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Search this name across graphsid dfx:ria:011e88c9-e43b-a94e-8c14-f06b2399ab60

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 5, 2020 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•••••• • C•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••• • C•••••• L••	Independent wealth	Sep 26, 2022	n/a	yes	GRAND RAPIDS, MI	Current employment
B•••••• • D•••• A•••••••	Former SEC adviser	Jun 5, 2020	Oct 20, 2022	no	GRAND RAPIDS, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••••• • D•••• A•••••••	B•••••• • C•••••• L••	Oct 20, 2022	Sep 26, 2022	-24	Firm change	RIA to RIA

Relationships

Registered with (2)

→ B•••••• • C•••••• L••Registered adviserregistration: current employment
Sep 26, 2022 to presentfactForm ADV
→ B•••••• • D•••• A•••••••Registered adviserregistration: previous registration
Jun 5, 2020 to Oct 20, 2022factForm ADV

Dated events

Occurred
Oct 20, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:011e88c9-e43b-a94e-8c14-f06b2399ab60
First observed: Jun 5, 2020
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.