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.

Current firm

B&L WEALTH GROUP, LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 18, 2005earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63|S65|S66

First exam

Nov 18, 2005

First registration

Oct 15, 2008

Dual registered

no

Other names

LAI LUO|LAURA BELDIN|Laura Beldin

IAPD individual key

4959170

• Occurred

  Jul 23, 2024
  Advisor changed firm

  Laura Beldin left Merrill Lynch, Pierce, Fenner & Smith Incorporated for B&L Wealth Group, Llc (registered 2024-08-07)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5e4c2b2c-8868-a750-b676-82c90fc57c76

First observed

Oct 15, 2008

Last observed

Sep 14, 2026 7 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.