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

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RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

B•••• L•••••••

Advisor at B•••• W•••••• L••

ATLANTA, GA | Boca Raton, FL | DELRAY BEACH, FL

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Search this name across graphsid dfx:ria:c26920ef-f58a-7f77-480a-4eeeb2f5c043

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 8, 2011 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•••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 3, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
B•••• W•••••• L••	Independent wealth	Oct 8, 2024	n/a	yes	Boca Raton, FL\|DELRAY BEACH, FL\|ATLANTA, GA	Current employment
B••••• G••••• I••••••••• A•••••••• L••	Independent wealth	Jan 13, 2021	Oct 8, 2024	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
B••••• G••••• I••••••••• A•••••••• L••	B•••• W•••••• L••	Oct 8, 2024	Oct 8, 2024	0	Firm change	RIA to RIA
U•• F•••••••• S••••••• I•••	B••••• G••••• I••••••••• A•••••••• L••	Dec 23, 2020

Relationships

Registered with (4)

→ B•••• W•••••• L••Registered adviserregistration: current employment
Oct 8, 2024 to presentfactForm ADV
→ B••••• G••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 13, 2021 to Oct 8, 2024factForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Aug 28, 2019 to Dec 23, 2020factForm ADV
→ C••••• S••••• S••••••••• •••• L••

Dated events

Occurred
Oct 8, 2024
Advisor changed firm
B•••• L••••••• left B••••• G••••• I••••••••• A•••••••• L•• for B•••• W•••••• L•• (registered 2024-10-08)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c26920ef-f58a-7f77-480a-4eeeb2f5c043
First observed: Aug 8, 2011
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.