DFX Intelligence

G•••••• A••••• G•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

G•••••• A••••• G•••••••

Advisor at B•••••••• A•••• M••••••••• L••

RENO, NV | Seekonk, MA

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Search this name across graphsid dfx:ria:bfd8d9c0-50db-7881-47bb-77a968d3c6be

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 1, 2014 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•••••••• A•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 17, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• A•••• M••••••••• L••	Independent wealth	May 20, 2020	n/a	yes	RENO, NV\|Seekonk, MA	Current employment
M•• I•••••••• S•••••••• L••	Bd affiliated wealth	Jan 12, 2018	Feb 4, 2020	no	WEST WARWICK, RI\|Norwood, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• I•••••••• S•••••••• L••	B•••••••• A•••• M••••••••• L••	Feb 4, 2020	May 20, 2020	106	Firm change	Ibd to RIA
O••••••••• • C•• I•••	M•• I•••••••• S•••••••• L••	Nov 15, 2016	Jan 12, 2018

Relationships

Registered with (4)

→ B•••••••• A•••• M••••••••• L••Registered adviserregistration: current employment
May 20, 2020 to presentfactForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Jan 12, 2018 to Feb 4, 2020factForm ADV
→ O••••••••• • C•• I•••Registered adviserregistration: previous registration
Nov 3, 2014 to Nov 15, 2016factForm ADV
→ H•••••• I••• W••••• A•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bfd8d9c0-50db-7881-47bb-77a968d3c6be
First observed: Aug 1, 2014
Last observed: Sep 15, 2026 7 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.