L••• W• M••••

Advisor at B••••• L••• W••••• M••••••••• L••

Roseville, CA

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:b03bf8c3-14f9-237e-9b81-f49b1e4f5103

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Sep 27, 2011 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••••• L••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 26, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• L••• W••••• M••••••••• L••	Independent wealth	Feb 27, 2026	n/a	yes	Roseville, CA	Current employment
T•• A•••••••• I•••	Bd affiliated wealth	Sep 23, 2021	Dec 31, 2022	no	SUMMIT, NJ\|Boise, ID	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• A•••••••• I•••	B••••• L••• W••••• M••••••••• L••	Dec 31, 2022	Feb 27, 2026	1,154	Firm change after gap	Ibd to RIA
K•• I••••••••• S••••••• L••	T•• A•••••••• I•••	Apr 26, 2021	Sep 23, 2021

Relationships

Registered with (8)

→ B••••• L••• W••••• M••••••••• L••Registered adviserregistration: current employment
Feb 27, 2026 to presentfactForm ADV
→ T•• A•••••••• I•••Registered adviserregistration: previous registration
Sep 23, 2021 to Dec 31, 2022factForm ADV
→ K•• I••••••••• S••••••• L••Registered adviserregistration: previous registration
Mar 13, 2019 to Apr 26, 2021factForm ADV
→ F•••••••• A••••••• S•••••••• L••

Dated events

Occurred
Dec 31, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b03bf8c3-14f9-237e-9b81-f49b1e4f5103
First observed: Sep 27, 2011
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.