T•••• L••• C•••

Advisor at B•••••••• I••••••••• G••••

PHOENIX, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 30, 2015 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•••••••• I••••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom 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
B•••••••• I••••••••• G••••	Independent wealth	Jul 25, 2023	n/a	yes	PHOENIX, AZ	Current employment
B•••••••• A•••• M••••••••• L••	Independent wealth	Oct 30, 2015	Jun 29, 2023	no	TEMPE, AZ\|RENO, NV	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••••••• A•••• M••••••••• L••	B•••••••• I••••••••• G••••	Jun 29, 2023	Jul 25, 2023	26	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
143440:316544:NV:2023-06-28	Jun 29, 2023	Jul 25, 2023	RENO, NV	Firm change

Relationships

Registered with (2)

→ B•••••••• I••••••••• G••••Registered adviserregistration: current employment
Jul 25, 2023 to presentfactForm ADV
→ B•••••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Oct 30, 2015 to Jun 29, 2023factForm ADV

Dated events

Occurred
Jun 29, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 30, 2015
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.