DFX Intelligence

P•••••• L••••••• H••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

P•••••• L••••••• H••••

Advisor at B•• C•••••• A••••••• L••

SEATTLE, WA

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Search this name across graphsid dfx:ria:27b88797-3585-b882-90d4-7c994bb8a25a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Nov 24, 2015 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•• C•••••• A••••••• L••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•• C•••••• A••••••• L••	Institutional manager	Aug 5, 2026	n/a	yes	SEATTLE, WA	Current employment
B•• C•••••• A••••••• L••	Institutional manager	Nov 24, 2015	Dec 31, 2025	no	SEATTLE, WA	Previous registration

Relationships

Registered with (1)

→ B•• C•••••• A••••••• L••Registered adviserregistration: previous registration
Nov 24, 2015 to Dec 31, 2025factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:27b88797-3585-b882-90d4-7c994bb8a25a
First observed: Nov 24, 2015
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.