DFX Intelligence

G•••••• J••• D•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor28 years in industry

G•••••• J••• D•••••

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

RENO, NV | West Hollywood, CA

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Search this name across graphsid dfx:ria:5d4fc817-1809-1c6b-df0b-f80584faf3b4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 30, 2001 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: Sep 9, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 7derivedfrom 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	Dec 13, 2018	n/a	yes	RENO, NV\|West Hollywood, CA	Current employment
K••••• A••••••• S•••••••• L••	Bd affiliated wealth	Apr 19, 2016	Dec 11, 2018	no	AUSTIN, TX\|BEVERLY HILLS, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K••••• A••••••• S•••••••• L••	B•••••••• A•••• M••••••••• L••	Dec 11, 2018	Dec 13, 2018	2	Firm change	Ibd to RIA
N•• A•••••• S•••••••• L••	K••••• A••••••• S•••••••• L••	Sep 22, 2016	Apr 19, 2016

Relationships

Registered with (6)

→ B•••••••• A•••• M••••••••• L••Registered adviserregistration: current employment
Dec 13, 2018 to presentfactForm ADV
→ K••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Apr 19, 2016 to Dec 11, 2018factForm ADV
→ N•• A•••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 28, 2014 to Sep 22, 2016factForm ADV
→ W•••• F•••• A•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5d4fc817-1809-1c6b-df0b-f80584faf3b4
First observed: Jan 30, 2001
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.