DFX Intelligence
Reading the graph
Reading the graph
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Advisor at B••••••• F•• L••
B•••••••, NY | San Bernardino, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| B••••••• F•• L•• | Independent wealth | Jun 6, 2025 | n/a | yes | San Bernardino, CA|B•••••••, NY | Current employment |
| F••••• W••••• P•••••••• I••• | Independent wealth | Jun 24, 2024 | May 5, 2025 | no | ONTARIO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| F••••• W••••• P•••••••• I••• | B••••••• F•• L•• | May 5, 2025 | Jun 6, 2025 | 32 | Firm change | RIA to RIA |