K•••• A••• S•••

Advisor at B••••••••• A•••• M••••••••• L••

Jackson, MI | JUPITER, FL

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:7256a589-d580-7528-ef33-57cb45316668

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 29, 2019 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••••••••• A•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••••• A•••• M••••••••• L••	Independent wealth	Sep 15, 2020	n/a	yes	Jackson, MI\|JUPITER, FL	Current employment
T•• R••••••••• G••• F••••••	Independent wealth	Jan 29, 2019	Aug 11, 2021	no	Jackson, MI\|MAUMEE, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• R••••••••• G••• F••••••	B••••••••• A•••• M••••••••• L••	Aug 11, 2021	Sep 15, 2020	-330	Firm change after gap	RIA to RIA

Relationships

Registered with (2)

→ B••••••••• A•••• M••••••••• L••Registered adviserregistration: current employment
Sep 15, 2020 to presentfactForm ADV
→ T•• R••••••••• G••• F••••••Registered adviserregistration: previous registration
Jan 29, 2019 to Aug 11, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7256a589-d580-7528-ef33-57cb45316668
First observed: Jan 29, 2019
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.