DFX Intelligence

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

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RIA / WealthAdvisor24 years in industry

B••••••• G• K••••••

Advisor at B••••••••• W••••• A•••••••• L••

••• Locked

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Search this name across graphsid dfx:ria:5e30884d-b42b-cf9e-2669-80ca0a0c2b3b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 1, 2002 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: B••••••••• W••••• A•••••••• L••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Jul 1, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•••• L••	Independent wealth	Dec 14, 2020	n/a	yes	SAN JUAN, PR	Current employment
B••••••••• W••••• A•••••••• L••	No RAUM reported	Feb 18, 2016	n/a	yes	The Villages, FL\|LONGWOOD, FL\|WHEATON, IL	Current employment

Relationships

Registered with (2)

→ T•••• L••Registered adviserregistration: current employment
Dec 14, 2020 to presentfactForm ADV
→ B••••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Feb 18, 2016 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5e30884d-b42b-cf9e-2669-80ca0a0c2b3b
First observed: Jul 1, 2002
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.