H••• J• H•••••

Advisor at B•••••••• A•••• M••••••••• L••

RENO, NV | Rockledge, FL

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 graphsid dfx:ria:3d1e8c49-0d9a-fa41-c973-ca0907d88530

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 15, 2002 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•••••••• A•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 23, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• A•••• M••••••••• L••	Independent wealth	Aug 26, 2016	n/a	yes	RENO, NV\|Rockledge, FL	Current employment
B••••••••• F••••••••• L••	n/a	Jul 28, 2014	Apr 29, 2016	no	VERO BEACH, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••••• F••••••••• L••	B•••••••• A•••• M••••••••• L••	Apr 29, 2016	Aug 26, 2016	119	Firm change	Other
G• A• R••••• • C••••••	B••••••••• F••••••••• L••	Jul 1, 2014	Jul 28, 2014

Relationships

Registered with (6)

→ B•••••••• A•••• M••••••••• L••Registered adviserregistration: current employment
Aug 26, 2016 to presentfactForm ADV
→ B••••••••• F••••••••• L••Registered adviserregistration: previous registration
Jul 28, 2014 to Apr 29, 2016factForm ADV
→ G• A• R••••• • C••••••Registered adviserregistration: previous registration
Oct 3, 2011 to Jul 1, 2014factForm ADV
→ F•••• A••••• S••••••••• I•••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3d1e8c49-0d9a-fa41-c973-ca0907d88530
First observed: Jul 15, 2002
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.