S••••• T••••••

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

Houston, TX | RENO, NV

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, 8:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Dec 8, 2010 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: Dec 7, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• A•••• M••••••••• L••	Independent wealth	Jan 15, 2026	n/a	yes	Houston, TX\|RENO, NV	Current employment
B•••••••• A•••• M••••••••• L••	Independent wealth	Oct 14, 2019	Jan 2, 2020	no	RENO, NV\|Oklahoma City, OK

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••• • C••••• F•••••••• G•••• L••	B•••••••• A•••• M••••••••• L••	Oct 18, 2019	Oct 14, 2019	-4	Firm change	RIA to RIA
T•••• S•••• A•••••••• L••	H••• • C••••• F•••••••• G•••• L••	Sep 30, 2019	Oct 9, 2019

Relationships

Registered with (6)

→ B•••••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Oct 14, 2019 to Jan 2, 2020factForm ADV
→ H••• • C••••• F•••••••• G•••• L••Registered adviserregistration: previous registration
Oct 9, 2019 to Oct 18, 2019factForm ADV
→ T•••• S•••• A•••••••• L••Registered adviserregistration: previous registration
Jan 4, 2019 to Sep 30, 2019factForm ADV
→ C•••••••• F•••••••• G•••• A•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Dec 8, 2010
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.