DFX Intelligence

B•••• L•••• T•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner19 years in industry

B•••• L•••• T•••••••

Advisor at M•••• F•••••••• L••

LANCASTER, PA

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Search this name across graphsid dfx:ria:3439c37f-c01e-6621-ac9b-30f30e5f01f9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 24, 2020 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: M•••• F•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••• F•••••••• L••	State registered	Feb 28, 2023	n/a	yes	LANCASTER, PA	Current employment
O•••• A••••••• S•••••••• L••	Bd affiliated wealth	Apr 24, 2020	Jan 13, 2023	no	ATLANTA, GA\|Wormleysburg, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• A••••••• S•••••••• L••	M•••• F•••••••• L••	Jan 13, 2023	Feb 28, 2023	46	Firm change	Ibd to state RIA

Relationships

Registered with (2)

→ M•••• F•••••••• L••Registered adviserregistration: current employment
Feb 28, 2023 to presentfactForm ADV
→ O•••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Apr 24, 2020 to Jan 13, 2023factForm ADV

Dated events

Occurred
Jan 13, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3439c37f-c01e-6621-ac9b-30f30e5f01f9
First observed: Apr 24, 2020
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.