DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)15 years in industry

C•••••• G•••• F•••••••••

Advisor at B••• C•••••• L••

REHOBOTH BEACH, DE

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Search this name across graphsid dfx:ria:583482d7-6d9f-6c46-fef1-8e9d043bd0d3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 14, 2011 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••• C•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 13, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• C•••••• L••	Independent wealth	Jul 17, 2017	n/a	yes	REHOBOTH BEACH, DE	Current employment
L•• F•••••••• L••	Bd affiliated wealth	May 3, 2013	Jul 25, 2017	no	MILFORD, DE\|REHOBOTH BEACH, DE	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	B••• C•••••• L••	Jul 25, 2017	Jul 17, 2017	-8	Firm change	Other
P•• W••••• M•••••••••	L•• F•••••••• L••	May 6, 2013	May 3, 2013

Team moves

••• Locked

Team	Left	Joined	From	Kind
6413:287680:DE:2017-07-25	Jul 25, 2017	Jul 17, 2017	REHOBOTH BEACH, DE	Firm change

Relationships

Registered with (3)

→ B••• C•••••• L••Registered adviserregistration: current employment
Jul 17, 2017 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
May 3, 2013 to Jul 25, 2017factForm ADV
→ P•• W••••• M•••••••••Registered adviserregistration: previous registration
Jan 14, 2011 to May 6, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:583482d7-6d9f-6c46-fef1-8e9d043bd0d3
First observed: Jan 14, 2011
Last observed: Sep 14, 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.