DFX Intelligence

M••••• R• S•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor25 years in industry

M••••• R• S•••••

Advisor at B••••••• S••••• P••••••• L•

CHAPEL HILL, NC

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 12, 2008 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••••••• S••••• P••••••• L•
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 2, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••• S••••• P••••••• L•	State registered	Oct 5, 2017	n/a	yes	CHAPEL HILL, NC	Current employment
M••••• S••••••	Wirehouse	Mar 15, 2011	Jan 4, 2016	no	CHAPEL HILL, NC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	B••••••• S••••• P••••••• L•	Jan 4, 2016	Oct 5, 2017	640	Firm change after gap	Wirehouse to state RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	M••••• S••••••	Mar 22, 2011	Mar 15, 2011

Relationships

Registered with (3)

→ B••••••• S••••• P••••••• L•Registered adviserregistration: current employment
Oct 5, 2017 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Mar 15, 2011 to Jan 4, 2016factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Sep 12, 2008 to Mar 22, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Sep 12, 2008
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.