DFX Intelligence

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

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RIA / WealthAdvisor45 years in industry

G••••• T••••• D••••••

Advisor at B••••• W••••• M••••••••• L••

PERRYSBURG, OH

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 9, 1997 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••••• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 13, 1981earliest registration or exam on IAPD
Years in industry: 45derivedfrom 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••••• W••••• M••••••••• L••	State registered	Dec 26, 2025	n/a	yes	PERRYSBURG, OH	Current employment
B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••	Bd affiliated wealth	Apr 4, 2003	Aug 18, 2003	no	MAUMEE, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• W••••• A•••••••	B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••	Aug 4, 2025	Apr 4, 2003	-8,158	Firm change after gap	Other
B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••	B••••• W••••• M••••••••• L••	Aug 18, 2003

Relationships

Registered with (3)

→ B••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Dec 26, 2025 to presentfactForm ADV
→ M•• W••••• A•••••••Registered adviserregistration: previous registration
Jan 9, 1997 to Aug 4, 2025factForm ADV
→ B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Apr 4, 2003 to Aug 18, 2003factForm ADV

Dated events

Order

Occurred
4 Aug 2025
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 9, 1997
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.