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

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RIA / WealthAdvisorCertified Financial Planner35 years in industry

P••• E••••• L••••

Advisor at B•••••••• A•••• M••••••••• L••

Champaign, IL | RENO, NV

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Search this name across graphsid dfx:ria:852d4e07-da69-d68e-33f6-79f140da4b88

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Oct 17, 1997 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•••••••• A•••• M••••••••• 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: Sep 4, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 8derivedfrom 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
B•••••••• A•••• M••••••••• L••	Independent wealth	Aug 22, 2018	n/a	yes	Champaign, IL\|RENO, NV	Current employment
T•••• A•••••••• L••	Former SEC adviser	Nov 28, 2016	Aug 22, 2018	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
T•••• A•••••••• L••	B•••••••• A•••• M••••••••• L••	Aug 22, 2018	Aug 22, 2018	0	Firm change	Ibd to RIA
R••••••• F•••••••• S•••••••••	T•••• A•••••••• L••	Nov 29, 2016

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
25803:143440:GA:2018-08-22	Aug 22, 2018	Aug 22, 2018	ATLANTA, GA	Firm change

Relationships

Registered with (7)

→ B•••••••• A•••• M••••••••• L••Registered adviserregistration: current employment
Aug 22, 2018 to presentfactForm ADV
→ T•••• A•••••••• L••Registered adviserregistration: previous registration
Nov 28, 2016 to Aug 22, 2018factForm ADV
→ R••••••• F•••••••• S•••••••••Registered adviserregistration: previous registration
May 6, 2014 to Nov 29, 2016factForm ADV
→ F•••• A••••• A••••••• S•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:852d4e07-da69-d68e-33f6-79f140da4b88
First observed: Oct 17, 1997
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.