DFX Intelligence

S••••• T••••• D•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor25 years in industry

S••••• T••••• D•••

Advisor at B•••••• W••••• P•••••••• L••

REVERE, MA | MARION, MA

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Search this name across graphsid dfx:ria:2e7af442-9464-f8ba-f9da-8b270cd2ae8a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 2
On other graphs: 2
Observed: Oct 6, 2004 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

S••••• T••••• D•••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

S••••• T••••• D•••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: B•••••• W••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 18, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 10

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••• W••••• P•••••••• L••	Independent wealth	Jul 1, 2024	n/a	yes	REVERE, MA\|MARION, MA	Current employment
K•• I••••••••• A•••••••• L••	Former SEC adviser	Jun 14, 2023	Jul 2, 2024	no	PROVIDENCE, RI\|WALTHAM, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K•• I••••••••• A•••••••• L••	B•••••• W••••• P•••••••• L••	Jul 2, 2024	Jul 1, 2024	-1	Firm change	RIA to RIA
B••• B••• L••	K•• I••••••••• A•••••••• L••	Apr 25, 2023	Jun 14, 2023

Relationships

Registered with (10)

→ B•••••• W••••• P•••••••• L••Registered adviserregistration: current employment
Jul 1, 2024 to presentfactForm ADV
→ K•• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Jun 14, 2023 to Jul 2, 2024factForm ADV
→ B••• B••• L••Registered adviserregistration: previous registration
Feb 15, 2023 to Apr 25, 2023factForm ADV
→ C••••••• S••••••••• I•••

Dated events

Occurred
Jul 2, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Apr 25, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2e7af442-9464-f8ba-f9da-8b270cd2ae8a
First observed: Oct 6, 2004
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.