DFX Intelligence

E••••• E••• 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 / WealthAdvisorChartered Financial Analyst12 years in industry

E••••• E••• B•••

Advisor at B••• C•••••• M••••••••• L••

CUMMING, GA

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:980f8cff-1689-f1f6-d287-22e9ee5acb41

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 28, 2014 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••• C•••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 28, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• C•••••• M••••••••• L••	State registered	Nov 5, 2025	n/a	yes	CUMMING, GA	Current employment
L••••• C•••••• A•••••••• L••	Other adviser	Feb 20, 2018	Jul 27, 2022	no	Alpharetta, GA\|LOS ANGELES, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L••••• C•••••• A•••••••• L••	B••• C•••••• M••••••••• L••	Jul 27, 2022	Nov 5, 2025	1,197	Firm change after gap	Other
M••••••••• C•••••• M••••••••• L••	L••••• C•••••• A•••••••• L••	Mar 10, 2017	Oct 10, 2017

Relationships

Registered with (3)

→ B••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Nov 5, 2025 to presentfactForm ADV
→ L••••• C•••••• A•••••••• L••Registered adviserregistration: previous registration
Feb 20, 2018 to Jul 27, 2022factForm ADV
→ M••••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Mar 28, 2014 to Mar 10, 2017factForm ADV

Dated events

Occurred
Jul 27, 2022
Advisor changed firm
E••••• E••• B••• left L••••• C•••••• A•••••••• L•• for B••• C•••••• M••••••••• L•• (registered 2025-11-05)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:980f8cff-1689-f1f6-d287-22e9ee5acb41
First observed: Mar 28, 2014
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.