J••• M••••• R••

Advisor at B•• W•••••• L••

ATLANTA, GA | Alpharetta, 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:9cc8879f-ffb7-27a8-f4f1-6253f889f7bb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 1, 2007 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•• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 26, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•• W•••••• L••	Independent wealth	May 16, 2014	n/a	yes	ATLANTA, GA\|Alpharetta, GA	Current employment
B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••	Bd affiliated wealth	Apr 15, 2011	Sep 12, 2013	no	NORCROSS, GA\|Cedar Rapids, IA\|NORCROSS, GA\|SUWANEE, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••	B•• W•••••• L••	Sep 12, 2013	May 16, 2014	246	Firm change	Other
B•• M••••• S••••••••• C•••••••••	B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••	Apr 4, 2011	Apr 15, 2011

Relationships

Registered with (4)

→ B•• W•••••• L••Registered adviserregistration: current employment
May 16, 2014 to presentfactForm ADV
→ B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Apr 15, 2011 to Sep 12, 2013factForm ADV
→ B•• M••••• S••••••••• C•••••••••Registered adviserregistration: previous registration
Jul 6, 2009 to Apr 4, 2011factForm ADV
→ A••••••••• L•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9cc8879f-ffb7-27a8-f4f1-6253f889f7bb
First observed: Aug 1, 2007
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.