DFX Intelligence

B•••• K•••• P••••: 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)22 years in industry

B•••• K•••• P••••

Advisor at L•• F•••••••• L••

BOISE, ID | SAN DIEGO, CA

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:9b0922d5-8543-9589-99da-fcbb7bbdc0c6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 5, 2004 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•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jan 5, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Jan 7, 2019	n/a	yes	BOISE, ID\|SAN DIEGO, CA	Current employment
M•• I•••••••• S•••••••• L••	Bd affiliated wealth	Apr 4, 2018	Dec 20, 2018	no	Meridian, ID	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• I•••••••• S•••••••• L••	L•• F•••••••• L••	Dec 20, 2018	Jan 7, 2019	18	Firm change	Ibd to RIA
I••••••••• C•••••• O• A••••••• I•••	M•• I•••••••• S•••••••• L••	Mar 19, 2018	Apr 4, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
2225:16443:WI:2018-03-19	Mar 19, 2018	Jan 2, 2015	APPLETON, WI	Firm change after gap

Relationships

Registered with (5)

→ L•• F•••••••• L••Registered adviserregistration: current employment
Jan 7, 2019 to presentfactForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Apr 4, 2018 to Dec 20, 2018factForm ADV
→ I••••••••• C•••••• O• A••••••• I•••Registered adviserregistration: previous registration
Jan 2, 2015 to Mar 19, 2018factForm ADV
→ S•• I••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9b0922d5-8543-9589-99da-fcbb7bbdc0c6
First observed: Jan 5, 2004
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.