DFX Intelligence

G•••••• B•••• S••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner15 years in industry

G•••••• B•••• S••••

Advisor at B•• P•••••••• L••

San Francisco, CA | NEW YORK, NY

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Search this name across graphsid dfx:ria:a6d3f896-2f7d-7634-09ce-60e2400f4b4b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 27, 2011 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: B•• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 31, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•• P•••••••• L••	Independent wealth	Nov 24, 2021	n/a	yes	San Francisco, CA\|NEW YORK, NY	Current employment
W•• I••••••••• I•••	Former SEC adviser	May 27, 2011	Jun 7, 2011	no	SAN FRANCISCO, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•• I••••••••• I•••	B•• P•••••••• L••	Jun 7, 2011	Nov 24, 2021	3,823	Firm change after gap	Other

Relationships

Registered with (2)

→ B•• P•••••••• L••Registered adviserregistration: current employment
Nov 24, 2021 to presentfactForm ADV
→ W•• I••••••••• I•••Registered adviserregistration: previous registration
May 27, 2011 to Jun 7, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a6d3f896-2f7d-7634-09ce-60e2400f4b4b
First observed: May 27, 2011
Last observed: Sep 15, 2026 7 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.