DFX Intelligence

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

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RIA / WealthAdvisor28 years in industry

L••• L••• B•••••

Advisor at B•• W•••••• L••

ATLANTA, GA | Bradenton, FL

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Search this name across graphsid dfx:ria:b15c89ca-1a63-f4af-7a52-82bc5cf7e569

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 28, 2003 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•• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 3, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•• W•••••• L••	Independent wealth	Dec 8, 2014	n/a	yes	ATLANTA, GA\|Bradenton, FL	Current employment
C•••••• S••••• • C••• I•••	National bd RIA	Mar 28, 2003	Oct 27, 2014	no	ALPHARETTA, GA\|Alpharetta, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• S••••• • C••• I•••	B•• W•••••• L••	Oct 27, 2014	Dec 8, 2014	42	Firm change	Other

Relationships

Registered with (2)

→ B•• W•••••• L••Registered adviserregistration: current employment
Dec 8, 2014 to presentfactForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Mar 28, 2003 to Oct 27, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b15c89ca-1a63-f4af-7a52-82bc5cf7e569
First observed: Mar 28, 2003
Last observed: Sep 15, 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.