DFX Intelligence

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

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RIA / WealthAdvisor16 years in industry

P•••• B••••• B•••

Advisor at B••••• C•••••• A••••••• L••

BOCA RATON, FL

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Search this name across graphsid dfx:ria:7a00e544-de78-2c41-c3c1-3d87549c3c80

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Feb 1, 2010 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••••• C•••••• A••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 27, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• C•••••• A••••••• L••	State registered	Jan 3, 2023	n/a	yes	BOCA RATON, FL	Current employment
C••• L••	Bd affiliated wealth	Feb 27, 2020	Jul 25, 2022	no	Boca Raton, FL\|OMAHA, NE	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••• L••	B••••• C•••••• A••••••• L••	Jul 25, 2022	Jan 3, 2023	162	Firm change	Ibd to state RIA
G•••••••• C•••••• M••••••••• L••	C••• L••	May 1, 2020	Feb 27, 2020

Relationships

Registered with (6)

→ B••••• C•••••• A••••••• L••Registered adviserregistration: current employment
Jan 3, 2023 to presentfactForm ADV
→ C••• L••Registered adviserregistration: previous registration
Feb 27, 2020 to Jul 25, 2022factForm ADV
→ G•••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 27, 2017 to May 1, 2020factForm ADV
→ J••• M••••• S••••••••• L••

Dated events

Occurred
Jul 25, 2022
Advisor changed firm
P•••• B••••• B••• left C••• L•• for B••••• C•••••• A••••••• L•• (registered 2023-01-03)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7a00e544-de78-2c41-c3c1-3d87549c3c80
First observed: Feb 1, 2010
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.