DFX Intelligence

M••••• W••••• D•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor26 years in industry

M••••• W••••• D•••••

Advisor at B••••• F•••••••• L••

Bellingham, WA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Dec 23, 2011 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••••• F•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 3, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• F•••••••• L••	Independent wealth	Jan 8, 2016	n/a	yes	Bellingham, WA	Current employment
W•••••• • R•••	Former SEC adviser	Feb 22, 2012	Jan 13, 2016	no	BELLINGHAM, WA\|SEATTLE, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••••• • R•••	B••••• F•••••••• L••	Jan 13, 2016	Jan 8, 2016	-5	Firm change	Other
F•••• A••••• A••••••• S•••••••• I•••	W•••••• • R•••	Mar 14, 2012	Feb 22, 2012

Relationships

Registered with (3)

→ B••••• F•••••••• L••Registered adviserregistration: current employment
Jan 8, 2016 to presentfactForm ADV
→ W•••••• • R•••Registered adviserregistration: previous registration
Feb 22, 2012 to Jan 13, 2016factForm ADV
→ F•••• A••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Dec 23, 2011 to Mar 14, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Dec 23, 2011
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.