DFX Intelligence

A••••• M•••••• B•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor11 years in industry

A••••• M•••••• B•••••••

Advisor at B••••• C•••••• M••••••••• L••

FRANKLIN, TN

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Search this name across graphsid dfx:ria:2c640248-b4bb-f59e-a273-7faf55b98268

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jan 31, 2022 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•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• C•••••• M••••••••• L••	Independent wealth	Jul 11, 2024	n/a	yes	FRANKLIN, TN	Current employment
S••••••••• W•••••	Mixed wealth	Dec 4, 2023	May 23, 2024	no	Rancho Santa Margarita, CA\|Newport Beach, CA\|SUMMIT, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••••• W•••••	B••••• C•••••• M••••••••• L••	May 23, 2024	Jul 11, 2024	49	Firm change	Other
G••••••• A•••••••• L••	S••••••••• W•••••	Nov 29, 2023	Dec 4, 2023

Relationships

Registered with (3)

→ B••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Jul 11, 2024 to presentfactForm ADV
→ S••••••••• W•••••Registered adviserregistration: previous registration
Dec 4, 2023 to May 23, 2024factForm ADV
→ G••••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 31, 2022 to Nov 29, 2023factForm ADV

Dated events

Occurred
May 23, 2024
Advisor changed firm
A••••• M•••••• B••••••• left S••••••••• W••••• for B••••• C•••••• M••••••••• L•• (registered 2024-07-11)
Form ADVobserved 7 days ago
Occurred
Nov 29, 2023
Advisor changed firm
A••••• M•••••• B••••••• left G••••••• A•••••••• L•• for S••••••••• W••••• (registered 2023-12-04)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2c640248-b4bb-f59e-a273-7faf55b98268
First observed: Jan 31, 2022
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.