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C••••••••• B• L•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor21 years in industry

C••••••••• B• L•••

Advisor at I••••••••• A••••••• N•••••• L••

DALLAS, TX | Oak Park, IL

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Search this name across graphsid dfx:ria:60e662b8-62cf-433d-9e54-a5c183322434

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 24, 2006 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: I••••••••• A••••••• N•••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 20, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••••• A••••••• N•••••• L••	Independent wealth	Aug 17, 2022	n/a	yes	DALLAS, TX\|Oak Park, IL	Current employment
D•• J• I••••••••• M•••••••••	n/a	Mar 24, 2006	Jan 19, 2022	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
D•• J• I••••••••• M•••••••••	I••••••••• A••••••• N•••••• L••	Jan 19, 2022	Aug 17, 2022	210	Firm change	Other

Relationships

Registered with (2)

→ I••••••••• A••••••• N•••••• L••Registered adviserregistration: current employment
Aug 17, 2022 to presentfactForm ADV
→ D•• J• I••••••••• M•••••••••Registered adviserregistration: previous registration
Mar 24, 2006 to Jan 19, 2022factForm ADV

Dated events

Occurred
Jan 19, 2022
Advisor changed firm
C••••••••• B• L••• left D•• J• I••••••••• M••••••••• for I••••••••• A••••••• N•••••• L•• (registered 2022-08-17)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:60e662b8-62cf-433d-9e54-a5c183322434
First observed: Mar 24, 2006
Last observed: Sep 15, 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.