DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner14 years in industry

B••••••• B••••••• M••••••

Advisor at M•• A•••••••• L••

Lexington, KY | LEXINGTON, KY

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Search this name across graphsid dfx:ria:616a3cc2-6b70-010e-f304-7de1b3781ad6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Nov 26, 2014 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: M•• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•• A•••••••• L••	Independent wealth	Jan 10, 2017	n/a	yes	Lexington, KY\|LEXINGTON, KY	Current employment
M•• A•••••••• L••	Independent wealth	Nov 26, 2014	Dec 31, 2016	no	LEXINGTON, KY\|LEXINGTON, KY

Relationships

Registered with (1)

→ M•• A•••••••• L••Registered adviserregistration: previous registration
Nov 26, 2014 to Dec 31, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:616a3cc2-6b70-010e-f304-7de1b3781ad6
First observed: Nov 26, 2014
Last observed: Sep 14, 2026 9 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.