DFX Intelligence

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

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RIA / WealthAdvisor14 years in industry

B••••••• L• M•••••

Advisor at O• I••••••••• M••••••••• C•

Lawrence, KS

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Search this name across graphsid dfx:ria:842a10cd-fd83-0573-a770-9199bc212873

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Dec 18, 2023 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: O• I••••••••• M••••••••• C•
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2011earliest 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: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O• I••••••••• M••••••••• C•	Bd affiliated wealth	Jan 2, 2026	n/a	yes	Lawrence, KS	Current employment
A••••• I••••••••• C•••••••••	Independent wealth	Dec 18, 2023	Dec 31, 2025	no	Lawrence, KS\|CARMEL, IN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••• I••••••••• C•••••••••	O• I••••••••• M••••••••• C•	Dec 31, 2025	Jan 2, 2026	2	Firm change	RIA to ibd

Relationships

Registered with (2)

→ O• I••••••••• M••••••••• C•Registered adviserregistration: current employment
Jan 2, 2026 to presentfactForm ADV
→ A••••• I••••••••• C•••••••••Registered adviserregistration: previous registration
Dec 18, 2023 to Dec 31, 2025factForm ADV

Dated events

Occurred
Dec 31, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:842a10cd-fd83-0573-a770-9199bc212873
First observed: Dec 18, 2023
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.