M••• A••• H••••

Advisor at B••••••••• C•••••• M••••••••• L••

••• Locked

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:7c21111b-acf6-4752-c074-c237555821f8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Nov 3, 2015 to Sep 15, 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•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••••• C•••••• M••••••••• L••	Independent wealth	Feb 17, 2022	n/a	yes	Greenville, SC\|WHEATON, IL	Current employment
F••••••••• I••••••••• A••••••• L••	Independent wealth	May 13, 2020	n/a	yes	CHARLOTTE, NC\|PHOENIX, AZ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••••• A•••• M••••••••• L••	A•••• I••••••••• M•••••••••	Dec 31, 2021	Mar 19, 2020	-652	Firm change after gap	RIA to state RIA
B••••••••• W••••• A•••••••• L••	B••••••••• A•••• M••••••••• L••	Jun 26, 2020	Nov 3, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
153467:306227:NC:2021-12-31	Dec 31, 2021	Mar 19, 2020	CHARLOTTE, NC, , NC	Firm change after gap
137658:153467:NC:2020-06-26	Jun 26, 2020	Nov 3, 2015	CHARLOTTE, NC	Firm change after gap

Relationships

Registered with (5)

→ B••••••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Feb 17, 2022 to presentfactForm ADV
→ F••••••••• I••••••••• A••••••• L••Registered adviserregistration: current employment
May 13, 2020 to presentfactForm ADV
→ A•••• I••••••••• M•••••••••Registered adviserregistration: current employment
Mar 19, 2020 to presentfactForm ADV
→ B••••••••• A•••• M••••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7c21111b-acf6-4752-c074-c237555821f8
First observed: Nov 3, 2015
Last observed: Sep 15, 2026 7 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.