DFX Intelligence

B•••••• M• L••••••••: 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 / WealthAdvisordual registered (broker-dealer)19 years in industry

B•••••• M• L••••••••

Advisor at I••••••••• A•••••• A•••••••• L••

Canton, OH

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:99951fad-c22f-d9ec-550f-c4c6b916c589

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Oct 13, 2010 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: I••••••••• A•••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••••• A•••••• A•••••••• L••	I•••••••••_WEALTH	Oct 19, 2023	n/a	yes	Canton, OH	Current employment
I••••••••• F•••••••• P•••••••	Bd affiliated wealth	Mar 24, 2022	Nov 13, 2023	no	Canton, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••••• F•••••••• P•••••••	I••••••••• A•••••• A•••••••• L••	Nov 13, 2023	Oct 19, 2023	-25	Firm change	Ibd to RIA
I••••••••• A•••••• A•••••••• L••	I••••••••• F•••••••• P•••••••	Apr 11, 2022	Mar 24, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
125112:168267:OH:2019-06-03	Jun 3, 2019	May 20, 2019	CANTON, OH	Firm change

Relationships

Registered with (3)

→ I••••••••• A•••••• A•••••••• L••Registered adviserregistration: previous registration
May 20, 2019 to Apr 11, 2022factForm ADV
→ I••••••••• F•••••••• P•••••••Registered adviserregistration: previous registration
Mar 24, 2022 to Nov 13, 2023factForm ADV
→ N•• A•••••• S•••••••• L••Registered adviserregistration: previous registration
Oct 13, 2010 to May 20, 2011factForm ADV

Dated events

Occurred
Nov 13, 2023
A•••••• firm change
B•••••• M• L•••••••• left I••••••••• F•••••••• P••••••• for I••••••••• A•••••• A•••••••• L•• (registered 2023-10-19)
Form ADVobserved 7 days ago
Occurred
Apr 11, 2022
A•••••• firm change
B•••••• M• L•••••••• left I••••••••• A•••••• A•••••••• L•• for I••••••••• F•••••••• P••••••• (registered 2022-03-24)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:99951fad-c22f-d9ec-550f-c4c6b916c589
First observed: Oct 13, 2010
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.