DFX Intelligence

B••••••• C•••• G••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

B••••••• C•••• G••••••

Advisor at L•••

Bethesda, MD | LOS ANGELES, CA

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Search this name across graphsid dfx:ria:47389048-0b12-62cf-0f89-be93924e70e0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jan 15, 2018 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: L•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•••	Independent wealth	Aug 13, 2024	n/a	yes	LOS ANGELES, CA\|Bethesda, MD	Current employment
H•••••••• A•••••••• L••	Bd affiliated wealth	Dec 20, 2021	Jun 25, 2024	no	CHICAGO, IL\|Washington, DC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H•••••••• A•••••••• L••	L•••	Jun 25, 2024	Aug 13, 2024	49	Firm change	Ibd to RIA
F••• M••••• • W••••••••• L••	H•••••••• A•••••••• L••	Jun 30, 2022	Dec 20, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
107553:145323:DC:2022-06-30	Jun 30, 2022	Dec 20, 2021	W•••••••••, DC	Firm change after gap

Relationships

Registered with (4)

→ L•••Registered adviserregistration: current employment
Aug 13, 2024 to presentfactForm ADV
→ H•••••••• A•••••••• L••Registered adviserregistration: previous registration
Dec 20, 2021 to Jun 25, 2024factForm ADV
→ F••• M••••• • W••••••••• L••Registered adviserregistration: previous registration
Jun 15, 2018 to Jun 30, 2022factForm ADV
→ C•••• F•••••••• A•••••••

Dated events

Occurred
Jun 25, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jun 30, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:47389048-0b12-62cf-0f89-be93924e70e0
First observed: Jan 15, 2018
Last observed: Sep 15, 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.