DFX Intelligence

C••••• E•••• B•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor28 years in industry

C••••• E•••• B•••••

Advisor at B••••• • C•••••• I••••••••• C••••••• L••

LOS ANGELES, CA

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Search this name across graphsid dfx:ria:2b1c6ff4-f178-210a-2eaa-48f583d524ce

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 21, 1998 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•••••• I••••••••• C••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 10, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• • C•••••• I••••••••• C••••••• L••	State registered	Jan 1, 2026	n/a	yes	LOS ANGELES, CA	Current employment
I••••••••• F•••••••• P•••••••	Bd affiliated wealth	Jul 7, 2011	Oct 18, 2016	no	LOS ANGELES, CA\|LOS ANGELES, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••••• F•••••••• P•••••••	B••••• • C•••••• I••••••••• C••••••• L••	Oct 18, 2016	Jan 1, 2026	3,362	Firm change after gap	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	I••••••••• F•••••••• P•••••••	Jul 5, 2011	Jul 7, 2011

Team moves

••• Locked

Team	Left	Joined	From	Kind
125112:282136:CA:2016-10-18	Oct 18, 2016	Jan 1, 2026	LOS ANGELES, CA	Firm change after gap

Relationships

Registered with (3)

→ B••••• • C•••••• I••••••••• C••••••• L••Registered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ I••••••••• F•••••••• P•••••••Registered adviserregistration: previous registration
Jul 7, 2011 to Oct 18, 2016factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Sep 21, 1998 to Jul 5, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2b1c6ff4-f178-210a-2eaa-48f583d524ce
First observed: Sep 21, 1998
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.