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

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

B••••••• E••••• R•••••

Advisor at M•••• • A••••••••• L••

NEWPORT NEWS, VA

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Search this name across graphsid dfx:ria:7fd995aa-d9d9-6c6c-5d87-3549178fcd14

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Apr 19, 2013 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: M•••• • A••••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 18, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
M•••• • A••••••••• L••	Independent wealth	Feb 15, 2022	n/a	yes	NEWPORT NEWS, VA	Current employment
V•••• F•••••••• P•••••••	Independent wealth	Nov 2, 2015	Dec 21, 2021	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
V•••• F•••••••• P•••••••	M•••• • A••••••••• L••	Dec 21, 2021	Feb 15, 2022	56	Firm change	RIA to RIA
C••••••• W••••• M••••••••• L••	V•••• F•••••••• P•••••••	Nov 11, 2014

Relationships

Registered with (3)

→ M•••• • A••••••••• L••Registered adviserregistration: current employment
Feb 15, 2022 to presentfactForm ADV
→ V•••• F•••••••• P•••••••Registered adviserregistration: previous registration
Nov 2, 2015 to Dec 21, 2021factForm ADV
→ C••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Apr 19, 2013 to Nov 11, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7fd995aa-d9d9-6c6c-5d87-3549178fcd14
First observed: Apr 19, 2013
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.