DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

B•••• L••• B••••

Advisor at W•••• F•••• A•••••••

HAGERSTOWN, MD

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Search this name across graphsid dfx:ria:7f4acfb9-9bd6-232d-63c6-677961070c8b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Sep 30, 2011 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•••• A•••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Jun 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• F•••• A•••••••	Wirehouse	Jul 29, 2025	n/a	yes	HAGERSTOWN, MD	Current employment
O•• H••• W••••• A•••••••• L••	Former SEC adviser	Mar 25, 2024	Oct 28, 2024	no	LANSDOWNE, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•• H••• W••••• A•••••••• L••	W•••• F•••• A•••••••	Oct 28, 2024	Jul 29, 2025	274	Firm change	RIA to wirehouse
W•••• F•••• A•••••••	O•• H••• W••••• A•••••••• L••	May 23, 2022	May 28, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:318606:VA:2022-05-23	May 23, 2022	May 28, 2022	ALEXANDRIA, VA	Firm change

Relationships

Registered with (2)

→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Sep 30, 2011 to May 23, 2022factForm ADV
→ O•• H••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Mar 25, 2024 to Oct 28, 2024factForm ADV

Dated events

Occurred
Oct 28, 2024
Advisor changed firm
B•••• L••• B•••• left O•• H••• W••••• A•••••••• L•• for W•••• F•••• A••••••• (registered 2025-07-29)
Form ADVobserved 7 days ago
Occurred
May 23, 2022
Advisor changed firm
B•••• L••• B•••• left W•••• F•••• A••••••• for O•• H••• W••••• A•••••••• L•• (registered 2022-05-28)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7f4acfb9-9bd6-232d-63c6-677961070c8b
First observed: Sep 30, 2011
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.