B•••• L•••••

Advisor at A•••••• P•••••••• A••••••• L••

NEW YORK, NY | San Anselmo, CA

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:4524bfa6-8462-8858-d56b-47114385e52f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 17, 2016 to Sep 15, 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: A•••••• P•••••••• A••••••• L••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Jan 19, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••••• P•••••••• A••••••• L••	Other adviser	May 28, 2025	n/a	yes	NEW YORK, NY\|San Anselmo, CA	Current employment
L••• L••	n/a	May 17, 2016	Jun 30, 2017	no	NEW YORK, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L••• L••	A•••••• P•••••••• A••••••• L••	Jun 30, 2017	May 28, 2025	2,889	Firm change after gap	Other

Relationships

Registered with (2)

→ A•••••• P•••••••• A••••••• L••Registered adviserregistration: current employment
May 28, 2025 to presentfactForm ADV
→ L••• L••Registered adviserregistration: previous registration
May 17, 2016 to Jun 30, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4524bfa6-8462-8858-d56b-47114385e52f
First observed: May 17, 2016
Last observed: Sep 15, 2026 7 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.