P•••••• V••••

Advisor at B••••• F••••• C•••••• L••

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 graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 2, 2017 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••••• F••••• C•••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• F••••• C•••••• L••	State registered	Feb 7, 2024	n/a	yes	ALPHARETTA, GA	Current employment
L••••••• A•••••••• L••	Independent wealth	Dec 9, 2021	Apr 1, 2024	no	Alpharetta, GA\|YORKVILLE, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L••••••• A•••••••• L••	B••••• F••••• C•••••• L••	Apr 1, 2024	Feb 7, 2024	-54	Firm change after gap	RIA to state RIA
M•• I•••••••• S•••••••• L••	L••••••• A•••••••• L••	Dec 10, 2021	Dec 9, 2021

Relationships

Registered with (4)

→ B••••• F••••• C•••••• L••Registered adviserregistration: current employment
Feb 7, 2024 to presentfactForm ADV
→ L••••••• A•••••••• L••Registered adviserregistration: previous registration
Dec 9, 2021 to Apr 1, 2024factForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Jan 23, 2020 to Dec 10, 2021factForm ADV
→ E••••• J••••

Dated events

Order

Occurred
1 Apr 2024
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: May 2, 2017
Last observed: Sep 14, 2026 9 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.