DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner16 years in industry

B•••• E••••• L••••

Advisor at C•• A•••••••• L••

HILLSBORO, OR | MANHATTAN, KS

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Search this name across graphsid dfx:ria:7dafd786-bf5b-f4dd-1789-75ed6c6194f4

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 5, 2011 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: C•• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 28, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•• A•••••••• L••	Independent wealth	Jan 20, 2012	n/a	yes	HILLSBORO, OR\|MANHATTAN, KS	Current employment
L•••• F•••••••• P•••••••• L••	n/a	May 5, 2011	Jan 20, 2012	no	HILLSBORO, OR

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•••• F•••••••• P•••••••• L••	C•• A•••••••• L••	Jan 20, 2012	Jan 20, 2012	0	Firm change	Other

Relationships

Registered with (2)

→ C•• A•••••••• L••Registered adviserregistration: current employment
Jan 20, 2012 to presentfactForm ADV
→ L•••• F•••••••• P•••••••• L••Registered adviserregistration: previous registration
May 5, 2011 to Jan 20, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7dafd786-bf5b-f4dd-1789-75ed6c6194f4
First observed: May 5, 2011
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.