R••••• E••

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

RENO, NV | Princeton, NJ

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:9f0fe0f6-f17d-6657-ef22-c482aff7ea33

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 19, 2015 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: Oct 30, 1987earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• A•••• M••••••••• L••	Independent wealth	Dec 3, 2019	n/a	yes	Princeton, NJ\|RENO, NV	Current employment
J••••• W••••• P•••••••	n/a	Jan 19, 2024	Jul 23, 2024	no	PRINCETON, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••••• W••••• P•••••••	n/a	Jul 23, 2024	n/a	n/a	Departure no registered destination	Departure
G••• E•••• A•••••••• L••	B•••••••• A•••• M••••••••• L••	Nov 1, 2019	Dec 3, 2019	32

Team moves

••• Locked

Team	Left	Joined	From	Kind
124504:282920:NJ:2016-03-09	Mar 9, 2016	Mar 17, 2016	KINGSTON, NJ	Firm change

Relationships

Registered with (4)

→ B•••••••• A•••• M••••••••• L••Registered adviserregistration: current employment
Dec 3, 2019 to presentfactForm ADV
→ J••••• W••••• P•••••••Registered adviserregistration: previous registration
Jan 19, 2024 to Jul 23, 2024factForm ADV
→ G••• E•••• A•••••••• L••Registered adviserregistration: previous registration
Mar 17, 2016 to Nov 1, 2019factForm ADV
→ G••• E•••• A•••••••• L••Registered adviser

Dated events

Occurred
Jul 23, 2024
Advisor departed, no destination yet
R••••• E•• no longer registered at J••••• W••••• P•••••••; no later IA registration on IAPD
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9f0fe0f6-f17d-6657-ef22-c482aff7ea33
First observed: Mar 19, 2015
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.