DFX Intelligence

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

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RIA / WealthAdvisor29 years in industry

B•••• C•••• L•••

Advisor at L•• F••••••••

BETHESDA, MD | ST. PETERSBURG, FL

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Search this name across graphsid dfx:ria:944d9d47-1e16-b943-b2be-f72f617cb8c6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Feb 11, 1999 to Sep 15, 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: L•• F••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 12, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F••••••••	Independent wealth	Oct 1, 2019	n/a	yes	BETHESDA, MD\|ST. PETERSBURG, FL	Current employment
W•••• F•••• A•••••••	Wirehouse	Sep 25, 2012	Oct 9, 2019	no	BETHESDA, MD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	L•• F••••••••	Oct 9, 2019	Oct 1, 2019	-8	Firm change	Wirehouse to new firm
M••••• S••••••	W•••• F•••• A•••••••	Oct 5, 2012	Sep 25, 2012

Relationships

Registered with (6)

→ L•• F••••••••Registered adviserregistration: current employment
Oct 1, 2019 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Sep 25, 2012 to Oct 9, 2019factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jun 1, 2009 to Oct 5, 2012factForm ADV
→ C•••••••• G••••• M•••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:944d9d47-1e16-b943-b2be-f72f617cb8c6
First observed: Feb 11, 1999
Last observed: Sep 15, 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.