F•••• G••••••

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

JUPITER, FL | Kissimmee, FL

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:98689bdf-5880-c450-9667-c3791fe3cdf5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 12, 2000 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 public••• Locked
Industry start: Feb 3, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••••• A•••• M••••••••• L••	Independent wealth	Dec 8, 2022	n/a	yes	Kissimmee, FL\|JUPITER, FL	Current employment
S•••••••• F••••••••• I•••	Former SEC adviser	Oct 31, 2005	Aug 5, 2022	no	HUNTERSVILLE, NC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• F••••••••• I•••	B••••••••• A•••• M••••••••• L••	Aug 5, 2022	Dec 8, 2022	125	Firm change	Ibd to ibd
S••••••••• S••••••••• I•••	S•••••••• F••••••••• I•••	Oct 31, 2005	Oct 31, 2005

Relationships

Registered with (3)

→ B••••••••• A•••• M••••••••• L••Registered adviserregistration: current employment
Dec 8, 2022 to presentfactForm ADV
→ S•••••••• F••••••••• I•••Registered adviserregistration: previous registration
Oct 31, 2005 to Aug 5, 2022factForm ADV
→ S••••••••• S••••••••• I•••Registered adviserregistration: previous registration
Oct 12, 2000 to Oct 31, 2005factForm ADV

Dated events

Occurred
Aug 5, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:98689bdf-5880-c450-9667-c3791fe3cdf5
First observed: Oct 12, 2000
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.