M•••••• H•••

Advisor at B•• W•••••• L••

ATLANTA, GA | Alpharetta, GA

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:14eb420a-0156-2f1f-94e3-9516e2591d59

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Oct 13, 2018 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•• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 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: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•• W•••••• L••	Independent wealth	Jul 31, 2023	n/a	yes	ATLANTA, GA\|Alpharetta, GA	Current employment
B•• A•••••••• L••	Former SEC adviser	Jun 26, 2024	Dec 8, 2025	no	Columbus, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•• A•••••••• L••	n/a	Dec 8, 2025	n/a	n/a	Departure no registered destination	Departure
C•••••••	B•• W•••••• L••	Mar 8, 2023	Jul 31, 2023	145

Relationships

Registered with (5)

→ B•• W•••••• L••Registered adviserregistration: current employment
Jul 31, 2023 to presentfactForm ADV
→ B•• A•••••••• L••Registered adviserregistration: previous registration
Jun 26, 2024 to Dec 8, 2025factForm ADV
→ C•••••••Registered adviserregistration: previous registration
Apr 26, 2021 to Mar 8, 2023factForm ADV
→ C••••• A••••••• L••

Dated events

Occurred
Dec 8, 2025
Advisor departed, no destination yet
••• Locked
Form ADVobserved 7 days ago
Occurred
Mar 8, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:14eb420a-0156-2f1f-94e3-9516e2591d59
First observed: Oct 13, 2018
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.