DFX Intelligence

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

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RIA / WealthAdvisor19 years in industry

M••••• C•••• M••••••••

Advisor at B•• A•••• M••••••••• L••

SPRINGFIELD, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bdda2909-f128-6c4c-7ebe-7c56cce562d4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 11, 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•• A•••• M••••••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•• A•••• M••••••••• L••	Mixed wealth	Dec 14, 2020	n/a	yes	SPRINGFIELD, IL	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Nov 30, 2010	Apr 5, 2023	no	SPRINGFIELD, IL\|FORT MILL, SC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	B•• A•••• M••••••••• L••	Apr 5, 2023	Dec 14, 2020	-842	Firm change after gap	Other
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	L•• F•••••••• L••	Dec 2, 2010	Nov 30, 2010

Team moves

••• Locked

Team	Left	Joined	From	Kind
6413:310632:SC:2023-04-05	Apr 5, 2023	Dec 14, 2020	FORT MILL, SC	Firm change after gap

Relationships

Registered with (4)

→ B•• A•••• M••••••••• L••Registered adviserregistration: current employment
Dec 14, 2020 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Nov 30, 2010 to Apr 5, 2023factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Jan 2, 2009 to Dec 2, 2010factForm ADV
→ R•••••• J•••• F•••••••• S•••••••• I•••

Dated events

Occurred
Apr 5, 2023
Advisor changed firm
M••••• C•••• M•••••••• left L•• F•••••••• L•• for B•• A•••• M••••••••• L•• (registered 2020-12-14)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bdda2909-f128-6c4c-7ebe-7c56cce562d4
First observed: Mar 11, 2008
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.