A•••••• K•••••

Advisor at B••• B••• F••••••••• L••

MT. PLEASANT, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 12:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Nov 22, 2016 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: B••• B••• F••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• B••• F••••••••• L••	Independent wealth	Jan 9, 2025	n/a	yes	MT. PLEASANT, SC	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Mar 21, 2024	Jul 2, 2024	no	MOUNT PLEASANT, SC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	B••• B••• F••••••••• L••	Jul 2, 2024	Jan 9, 2025	191	Firm change	Ibd to RIA
C••••• A••••••• L••	C••••• I••••••••• A••••••• L••	Mar 21, 2024	Mar 21, 2024

Relationships

Registered with (4)

→ B••• B••• F••••••••• L••Registered adviserregistration: current employment
Jan 9, 2025 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Mar 21, 2024 to Jul 2, 2024factForm ADV
→ C••••• A••••••• L••Registered adviserregistration: previous registration
Nov 20, 2020 to Mar 21, 2024factForm ADV
→ P•••••••• S••••••••• I•••

Dated events

Order

Occurred
2 Jul 2024
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Nov 22, 2016
Last observed: Sep 14, 2026 10 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.