V•••••• D••••

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

Rochester, NY | 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 graphsid dfx:ria:a9454b18-f93a-edae-7506-46a9dbc110e8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 5
On other graphs: 0
Observed: Oct 27, 2020 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 21, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• A•••• M••••••••• L••	Independent wealth	Apr 15, 2026	n/a	yes	Rochester, NY\|RENO, NV	Current employment
S••••• O•• S••••••••• I•••	Bd affiliated wealth	Nov 4, 2025	May 7, 2026	no	Webster, NY\|Webster, NY\|JACKSON, TN\|Rochester, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••• O•• S••••••••• I•••	B•••••••• A•••• M••••••••• L••	May 7, 2026	Apr 15, 2026	-22	Firm change	Ibd to RIA
B••••• F•••••• W••••• M••••••••• L••	C••••• I••••••••• A••••••• L••	Apr 21, 2026	Mar 22, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
284920:105644:NY:2026-04-21	Apr 21, 2026	Mar 22, 2024	WEBSTER, NY	Firm change after gap
105644:46947:NY:2025-11-06	Nov 6, 2025	Nov 4, 2025	WEBSTER, NY	Firm change
10299:284920:NY:2024-03-21	Mar 22, 2024	Feb 13, 2024	WEBSTER, NY	Firm change after gap

Relationships

Registered with (6)

→ B•••••••• A•••• M••••••••• L••Registered adviserregistration: current employment
Apr 15, 2026 to presentfactForm ADV
→ S••••• O•• S••••••••• I•••Registered adviserregistration: previous registration
Nov 4, 2025 to May 7, 2026factForm ADV
→ B••••• F•••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Feb 13, 2024 to Apr 21, 2026factForm ADV
→ C••••• I••••••••• A••••••• L••

Dated events

Occurred
May 7, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Apr 21, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Nov 6, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 22, 2024
Advisor changed firm

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a9454b18-f93a-edae-7506-46a9dbc110e8
First observed: Oct 27, 2020
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.