J••••••••• B•••

Advisor at B•• W•••••• L••

Alpharetta, GA | ATLANTA, GA

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:5061706d-0d78-d591-d04a-5a1a95958053

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 8, 2019 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•• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom 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
B•• W•••••• L••	Independent wealth	Feb 2, 2024	n/a	yes	Alpharetta, GA\|ATLANTA, GA	Current employment
M••••• G••••• A••••••• I•••	Independent wealth	Sep 19, 2022	May 19, 2023	no	Newport Beach, CA\|DENVER, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• G••••• A••••••• I•••	B•• W•••••• L••	May 19, 2023	Feb 2, 2024	259	Firm change	RIA to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	M••••• G••••• A••••••• I•••	Jun 18, 2019	Sep 24, 2019

Relationships

Registered with (3)

→ B•• W•••••• L••Registered adviserregistration: current employment
Feb 2, 2024 to presentfactForm ADV
→ M••••• G••••• A••••••• I•••Registered adviserregistration: previous registration
Sep 19, 2022 to May 19, 2023factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Apr 8, 2019 to Jun 18, 2019factForm ADV

Dated events

Occurred
May 19, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5061706d-0d78-d591-d04a-5a1a95958053
First observed: Apr 8, 2019
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.