T•••• L•• R••••

Advisor at B•••• W••••• A••••••••• L••

BLOOMINGTON, MN

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 graphsid dfx:ria:69155a6d-435c-b4e7-71da-5906834f14d1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 19, 2007 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•••• W••••• A••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 7, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••• W••••• A••••••••• L••	Independent wealth	May 22, 2015	n/a	yes	BLOOMINGTON, MN	Current employment
T••••••••• R••••••••• A•••••••• L••	Bd affiliated wealth	Jan 2, 2014	May 7, 2015	no	ST. PAUL, MN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••••• R••••••••• A•••••••• L••	B•••• W••••• A••••••••• L••	May 7, 2015	May 22, 2015	15	Firm change	Other
T••••••••• F•••••••• A•••••••• L••	T••••••••• R••••••••• A•••••••• L••	Dec 31, 2013	Jan 2, 2014

Relationships

Registered with (4)

→ B•••• W••••• A••••••••• L••Registered adviserregistration: current employment
May 22, 2015 to presentfactForm ADV
→ T••••••••• R••••••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 2, 2014 to May 7, 2015factForm ADV
→ T••••••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Jul 27, 2009 to Dec 31, 2013factForm ADV
→ E••••• J••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:69155a6d-435c-b4e7-71da-5906834f14d1
First observed: Sep 19, 2007
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.