DFX Intelligence

N••••• C•••• L••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

N••••• C•••• L••••

Advisor at B•••••••• A•••• M••••••••• L••

Champaign, IL | RENO, NV

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Search this name across graphsid dfx:ria:0f28a7ea-c485-bf1b-f054-2479606f0f58

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 12, 2013 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•••••••• A•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 24, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• A•••• M••••••••• L••	Independent wealth	Aug 27, 2018	n/a	yes	Champaign, IL\|RENO, NV	Current employment
T•••• A•••••••• L••	Former SEC adviser	Nov 29, 2016	Aug 22, 2018	no	Champaign, IL\|Champaign, IL\|ATLANTA, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••• A•••••••• L••	B•••••••• A•••• M••••••••• L••	Aug 22, 2018	Aug 27, 2018	5	Firm change	Ibd to RIA
R••••••• F•••••••• S•••••••••	T•••• A•••••••• L••	Nov 29, 2016	Nov 29, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
25803:143440:GA:2018-08-22	Aug 22, 2018	Aug 27, 2018	ATLANTA, GA	Firm change

Relationships

Registered with (4)

→ B•••••••• A•••• M••••••••• L••Registered adviserregistration: current employment
Aug 27, 2018 to presentfactForm ADV
→ T•••• A•••••••• L••Registered adviserregistration: previous registration
Nov 29, 2016 to Aug 22, 2018factForm ADV
→ R••••••• F•••••••• S•••••••••Registered adviserregistration: previous registration
May 7, 2014 to Nov 29, 2016factForm ADV
→ F•••• A••••• A••••••• S•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0f28a7ea-c485-bf1b-f054-2479606f0f58
First observed: Jun 12, 2013
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.