DFX Intelligence

C•••• P••• M•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor31 years in industry

C•••• P••• M•••••

Advisor at B••• L••• I•••••••• L••

COLORADO SPRINGS, CO

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Search this name across graphsid dfx:ria:20c84ab1-c07f-d62f-f6e8-5d32ff0c39b5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 27, 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••• L••• I•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• L••• I•••••••• L••	Independent wealth	Jan 3, 2023	n/a	yes	COLORADO SPRINGS, CO	Current employment
I••••••••• A•••••• G••••	Independent wealth	Feb 18, 2021	Dec 31, 2022	no	COLORADO SPRINGS, CO\|HANCOCK, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••••• A•••••• G••••	B••• L••• I•••••••• L••	Dec 31, 2022	Jan 3, 2023	3	Firm change	RIA to new firm
T•• I••••••••• A•••••• A••••••• L••	I••••••••• A•••••• G••••	Feb 26, 2021	Feb 18, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
312448:319232:NY:2022-12-31	Dec 31, 2022	Jan 3, 2023	HANCOCK, NY	Firm change
125185:312448:CO:2021-02-26	Feb 26, 2021	Feb 18, 2021	COLORADO SPRINGS, CO	Firm change

Relationships

Registered with (3)

→ B••• L••• I•••••••• L••Registered adviserregistration: current employment
Jan 3, 2023 to presentfactForm ADV
→ I••••••••• A•••••• G••••Registered adviserregistration: previous registration
Feb 18, 2021 to Dec 31, 2022factForm ADV
→ T•• I••••••••• A•••••• A••••••• L••Registered adviserregistration: previous registration
Apr 27, 2018 to Feb 26, 2021factForm ADV

Dated events

Occurred
Dec 31, 2022
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:20c84ab1-c07f-d62f-f6e8-5d32ff0c39b5
First observed: Apr 27, 2018
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.