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T••• L•• L••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

T••• L•• L••••••

Advisor at B••••••••• F••••••••

FAIRMONT, WV

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Search this name across graphsid dfx:ria:b0df1dbd-951d-3629-d250-93dbaa50a300

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Mar 9, 2017 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••••••••• F••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Dec 30, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••••• F••••••••	State registered	Aug 8, 2024	n/a	yes	FAIRMONT, WV	Current employment
H••••••••• F•••••••• A•••••••	Independent wealth	Jun 7, 2021	Sep 20, 2024	no	Fairmont, WV\|WESTLAKE VILLAGE, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••••••• F•••••••• A•••••••	B••••••••• F••••••••	Sep 20, 2024	Aug 8, 2024	-43	Firm change after gap	RIA to state RIA
P••••••• C•••••• A••••••• C•••••••••	H••••••••• F•••••••• A•••••••	May 12, 2021	Jun 7, 2021

Relationships

Registered with (6)

→ B••••••••• F••••••••Registered adviserregistration: current employment
Aug 8, 2024 to presentfactForm ADV
→ H••••••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Jun 7, 2021 to Sep 20, 2024factForm ADV
→ P••••••• C•••••• A••••••• C•••••••••Registered adviserregistration: previous registration
Jan 8, 2021 to May 12, 2021factForm ADV
→ F••••

Dated events

Occurred
Sep 20, 2024
Advisor changed firm
T••• L•• L•••••• left H••••••••• F•••••••• A••••••• for B••••••••• F•••••••• (registered 2024-08-08)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b0df1dbd-951d-3629-d250-93dbaa50a300
First observed: Mar 9, 2017
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.