J•••• S••••••••

Advisor at B••• L••• C••••••

CHICAGO, IL

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:23089288-3792-6ece-a420-a4446a6e7078

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Oct 2, 2017 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••• C••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• L••• C••••••	Independent wealth	Mar 18, 2024	n/a	yes	CHICAGO, IL	Current employment
B•• M••••• S••••••••• C•••••••••	Other adviser	Jul 11, 2023	Dec 13, 2023	no	CHICAGO, IL\|BOSTON, MA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•• M••••• S••••••••• C•••••••••	B••• L••• C••••••	Dec 13, 2023	Mar 18, 2024	96	Firm change	Other
L•• F•••••••• L••	B•• M••••• S••••••••• C•••••••••	Apr 19, 2023	Jul 11, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:6413:IL:2021-11-15	Nov 18, 2021	Jun 14, 2022	GLENVIEW, IL	Firm change

Relationships

Registered with (4)

→ B••• L••• C••••••Registered adviserregistration: current employment
Mar 18, 2024 to presentfactForm ADV
→ B•• M••••• S••••••••• C•••••••••Registered adviserregistration: previous registration
Jul 11, 2023 to Dec 13, 2023factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jun 14, 2022 to Apr 19, 2023factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Dec 13, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Apr 19, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:23089288-3792-6ece-a420-a4446a6e7078
First observed: Oct 2, 2017
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.