B••••• W••••

Advisor at W•••• F•••••••• W•••••••

MIDDLEBURY, CT

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Search this name across graphsid dfx:ria:7ce53e85-17ae-37f4-67d6-1c51cc1413ee

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Jul 6, 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: W•••• F•••••••• W•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• F•••••••• W•••••••	State registered	May 6, 2026	n/a	yes	MIDDLEBURY, CT	Current employment
E•••••••	Independent wealth	Aug 16, 2024	Apr 7, 2025	no	Middlebury, CT\|NEW YORK, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••	W•••• F•••••••• W•••••••	Apr 7, 2025	May 6, 2026	394	Firm change	RIA to state RIA
L•• F•••••••• L••	E•••••••	Mar 12, 2024	Aug 16, 2024

Relationships

Registered with (5)

→ W•••• F•••••••• W•••••••Registered adviserregistration: current employment
May 6, 2026 to presentfactForm ADV
→ E•••••••Registered adviserregistration: previous registration
Aug 16, 2024 to Apr 7, 2025factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Oct 26, 2023 to Mar 12, 2024factForm ADV
→ A•••••• A••••••• S•••••••

Dated events

Occurred
Apr 7, 2025
Advisor changed firm
B••••• W•••• left Ellevest for W•••• F•••••••• W••••••• (registered 2026-05-06)
Form ADVobserved 7 days ago
Occurred
Mar 12, 2024
Advisor changed firm
B••••• W•••• left L•• F•••••••• L•• for Ellevest (registered 2024-08-16)
Form ADVobserved 7 days ago
Occurred
Oct 16, 2023
Advisor changed firm
B••••• W•••• left A•••••• A••••••• S••••••• for L•• F•••••••• L•• (registered 2023-10-26)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7ce53e85-17ae-37f4-67d6-1c51cc1413ee
First observed: Jul 6, 2019
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.