D••••• W••••

Advisor at B••• W••••• S••••••••• L••

DENVER, CO

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:72494861-7c3b-2824-808f-088b0a8d82c1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Dec 19, 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••• W••••• S••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 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: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• W••••• S••••••••• L••	Independent wealth	Jan 24, 2025	n/a	yes	DENVER, CO	Current employment
A• W••••• M••••••••• L••	Bd affiliated wealth	Apr 7, 2021	May 9, 2025	no	LAKEWOOD, CO\|Colorado Springs, CO\|Denver, CO\|Lakewood, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A• W••••• M••••••••• L••	B••• W••••• S••••••••• L••	May 9, 2025	Jan 24, 2025	-105	Firm change after gap	Ibd to RIA
C• W••••• M••••••••• L••	A• W••••• M••••••••• L••	Apr 13, 2021	Apr 7, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
134922:282580:IL:2021-04-13	Apr 13, 2021	Apr 7, 2021	SCHAUMBURG, IL	Firm change

Relationships

Registered with (3)

→ B••• W••••• S••••••••• L••Registered adviserregistration: current employment
Jan 24, 2025 to presentfactForm ADV
→ A• W••••• M••••••••• L••Registered adviserregistration: previous registration
Apr 7, 2021 to May 9, 2025factForm ADV
→ C• W••••• M••••••••• L••Registered adviserregistration: previous registration
Dec 19, 2016 to Apr 13, 2021factForm ADV

Dated events

Occurred
May 9, 2025
Advisor changed firm
D••••• W•••• left A• W••••• M••••••••• L•• for B••• W••••• S••••••••• L•• (registered 2025-01-24)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:72494861-7c3b-2824-808f-088b0a8d82c1
First observed: Dec 19, 2016
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.