DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorCertified Financial Planner21 years in industry

B••••••• W• B•••

Advisor at B••• B••• L••

DEDHAM, MA

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:7f66f243-c7e9-1b38-7458-0a945a9399f9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 24, 2005 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••• B••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 9, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• B••• L••	Independent wealth	Jan 27, 2016	n/a	yes	DEDHAM, MA	Current employment
C•••••• R••• P•••••• I••••••••• M•••••••••	Former SEC adviser	Mar 29, 2023	Dec 18, 2023	no	Dedham,, MA\|PORTSMOUTH, NH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• R••• P•••••• I••••••••• M•••••••••	n/a	Dec 18, 2023	n/a	n/a	Departure no registered destination	Departure
B••••• R••••••••• A•••••••••	B••• B••• L••	Sep 25, 2018	Jan 27, 2016	-972

Team moves

••• Locked

Team	Left	Joined	From	Kind
116572:282611:MA:2018-09-25	Sep 25, 2018	Jan 27, 2016	DEDHAM, MA	Firm change after gap
155216:116572:NJ:2016-01-04	Jan 4, 2016	Dec 28, 2015	MORRISTOWN, NJ	Firm change

Relationships

Registered with (5)

→ B••• B••• L••Registered adviserregistration: current employment
Jan 27, 2016 to presentfactForm ADV
→ C•••••• R••• P•••••• I••••••••• M•••••••••Registered adviserregistration: previous registration
Mar 29, 2023 to Dec 18, 2023factForm ADV
→ B••••• R••••••••• A•••••••••Registered adviserregistration: previous registration
Dec 28, 2015 to Sep 25, 2018factForm ADV
→ P•••••• A•••••• G••••• L••

Dated events

Occurred
Dec 18, 2023
A•••••• departure
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7f66f243-c7e9-1b38-7458-0a945a9399f9
First observed: Oct 24, 2005
Last observed: Sep 14, 2026 9 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.