DFX Intelligence

S••••• K••••••••• V•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor13 years in industry

S••••• K••••••••• V•••••••

Advisor at B••••••• L••

DALLAS, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 1
Observed: Oct 13, 2014 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

S••••• K••••••••• V•••••••

Private equity principal · Key CRD individual

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: B••••••• L••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Sep 13, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••• L••	Asset manager	Jul 1, 2025	n/a	yes	DALLAS, TX	Current employment
E•• A•••• M••••••••• L••	Independent wealth	Oct 12, 2017	Dec 31, 2022	no	Dallas, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•• A•••• M••••••••• L••	B••••••• L••	Dec 31, 2022	Jul 1, 2025	913	Firm change after gap	Other
A••••••••• F•••••••• S•••••••• L••	E•• A•••• M••••••••• L••	Sep 21, 2017	Oct 12, 2017

Relationships

Registered with (3)

→ B••••••• L••Registered adviserregistration: current employment
Jul 1, 2025 to presentfactForm ADV
→ E•• A•••• M••••••••• L••Registered adviserregistration: previous registration
Oct 12, 2017 to Dec 31, 2022factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Oct 13, 2014 to Sep 21, 2017factForm ADV

Dated events

Order

Occurred
31 Dec 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 13, 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.