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

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RIA / WealthAdvisor23 years in industry

B••••• P•••••••• W••••••

Advisor at W•••••• I••••••••• L••

WABAN, MA

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Search this name across graphsid dfx:ria:6be2f5af-a290-09ed-3759-d46bba6907e7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 6, 2003 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: W•••••• I••••••••• L••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 27, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 18derivedfrom 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
W•••••• I••••••••• L••	State registered	Apr 25, 2008	n/a	yes	WABAN, MA	Current employment
C•••••• A•••••••• L••	Former SEC adviser	May 6, 2003	Oct 28, 2009	no	FRAMINGHAM, MA

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
C•••••• A•••••••• L••	W•••••• I••••••••• L••	Oct 28, 2009	Apr 25, 2008	-551	Firm change after gap	Other

Relationships

Registered with (2)

→ W•••••• I••••••••• L••Registered adviserregistration: current employment
Apr 25, 2008 to presentfactForm ADV
→ C•••••• A•••••••• L••Registered adviserregistration: previous registration
May 6, 2003 to Oct 28, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6be2f5af-a290-09ed-3759-d46bba6907e7
First observed: May 6, 2003
Last observed: Sep 14, 2026 8 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.