B•••••• C•••••

Advisor at L•••• W••••• M•••••••••

Lawrenceville, GA | OMAHA, NE

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:185476a7-30c1-d527-392b-2b35aa8b8928

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Sep 10, 2007 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: L•••• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 9, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•••• W••••• M•••••••••	State registered	Jun 14, 2023	n/a	yes	OMAHA, NE\|Lawrenceville, GA	Current employment
E•••••••• C•••••• M••••••••• I••	State registered	Feb 26, 2020	Jun 13, 2023	no	Suwanee, GA\|OMAHA, NE

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••• C•••••• M••••••••• I••	L•••• W••••• M•••••••••	Jun 13, 2023	Jun 14, 2023	1	Firm change	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	E•••••••• C•••••• M••••••••• I••	Oct 23, 2019	Feb 26, 2020

Relationships

Registered with (7)

→ L•••• W••••• M•••••••••Registered adviserregistration: current employment
Jun 14, 2023 to presentfactForm ADV
→ E•••••••• C•••••• M••••••••• I••Registered adviserregistration: previous registration
Feb 26, 2020 to Jun 13, 2023factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jul 9, 2014 to Oct 23, 2019factForm ADV
→ P•• W••••• M•••••••••

Dated events

Occurred
Jun 13, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:185476a7-30c1-d527-392b-2b35aa8b8928
First observed: Sep 10, 2007
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.