H•••••••• W•

Advisor at B••••• L•••• C•••••• A••••••

ARCADIA, CA

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Search this name across graphsid dfx:ria:bc7e9909-29cd-7c0d-d2e8-8957efab9451

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 12, 1998 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•••• C•••••• A••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 24, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• L•••• C•••••• A••••••	State registered	Dec 5, 2025	n/a	yes	ARCADIA, CA	Current employment
K••••• A•••••••• I•••	Bd affiliated wealth	Sep 4, 2007	Dec 31, 2011	no	FT. LAUDERDALE, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K••••• A•••••••• I•••	B••••• L•••• C•••••• A••••••	Dec 31, 2011	Dec 5, 2025	5,088	Firm change after gap	Other
B••• O• A•••••• I••••••••• S•••••••• I•••	K••••• A•••••••• I•••	Sep 14, 2007	Sep 4, 2007

Relationships

Registered with (3)

→ B••••• L•••• C•••••• A••••••Registered adviserregistration: current employment
Dec 5, 2025 to presentfactForm ADV
→ K••••• A•••••••• I•••Registered adviserregistration: previous registration
Sep 4, 2007 to Dec 31, 2011factForm ADV
→ B••• O• A•••••• I••••••••• S•••••••• I•••Registered adviserregistration: previous registration
May 12, 1998 to Sep 14, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bc7e9909-29cd-7c0d-d2e8-8957efab9451
First observed: May 12, 1998
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.