DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

B••••• L••• W•••••

Advisor at C•••••• • G••• L••

DENVER, CO

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Search this name across graphsid dfx:ria:bd1a6e67-8fde-c16e-639b-4346cf19519e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 29, 2022 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: C•••••• • G••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Sep 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• • G••• L••	State registered	Jan 3, 2025	n/a	yes	DENVER, CO	Current employment
T•• W••••• B•••••••	Independent wealth	Dec 8, 2022	Dec 8, 2023	no	Wheat Ridge, CO\|CHESTER, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• W••••• B•••••••	C•••••• • G••• L••	Dec 8, 2023	Jan 3, 2025	392	Firm change	RIA to state RIA

Relationships

Registered with (2)

→ C•••••• • G••• L••Registered adviserregistration: current employment
Jan 3, 2025 to presentfactForm ADV
→ T•• W••••• B•••••••Registered adviserregistration: previous registration
Dec 8, 2022 to Dec 8, 2023factForm ADV

Dated events

Occurred
Dec 8, 2023
Advisor changed firm
B••••• L••• W••••• left T•• W••••• B••••••• for C•••••• • G••• L•• (registered 2025-01-03)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bd1a6e67-8fde-c16e-639b-4346cf19519e
First observed: Apr 29, 2022
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.