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

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RIA / WealthAdvisorCertified Financial Planner15 years in industry

B•••••• L•• S•••••

Advisor at M••••••• F•••••••• G••••

BELLEVUE, WA

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Search this name across graphsid dfx:ria:343b2dee-301c-d199-fbb5-68564fc028e9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 17, 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: M••••••• F•••••••• G••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••• F•••••••• G••••	Independent wealth	Mar 14, 2022	n/a	yes	BELLEVUE, WA	Current employment
C••••••••• F•••••••• N••••••	National bd RIA	Feb 1, 2019	Apr 1, 2022	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• F•••••••• N••••••	M••••••• F•••••••• G••••	Apr 1, 2022	Mar 14, 2022	-18	Firm change	Ibd to new firm
M•• I•••••••• S•••••••• L••	C••••••••• F•••••••• N••••••	Feb 7, 2019

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
8032:317970:WA:2022-04-01	Apr 1, 2022	Mar 14, 2022	BELLEVUE, WA	Firm change
10409:8032:WA:2019-02-07	Feb 7, 2019	Feb 1, 2019	BELLEVUE, WA	Firm change

Relationships

Registered with (4)

→ M••••••• F•••••••• G••••Registered adviserregistration: current employment
Mar 14, 2022 to presentfactForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
Feb 1, 2019 to Apr 1, 2022factForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 25, 2017 to Feb 7, 2019factForm ADV
→ M•• F•••••••• S•••••••• I•••

Dated events

Occurred
Apr 1, 2022
Advisor changed firm
B•••••• L•• S••••• left C••••••••• F•••••••• N•••••• for M••••••• F•••••••• G•••• (registered 2022-03-14)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:343b2dee-301c-d199-fbb5-68564fc028e9
First observed: Dec 17, 2011
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.