B•••• D• L•••••

Advisor at L•• F•••••••• L••

LINCOLN, NE

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:cbcb18e1-3f87-5c5a-6c49-3f7d6c8a61db

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Nov 15, 2002 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: L•• F•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 31, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Mar 14, 2024	n/a	yes	LINCOLN, NE	Current employment
S••••••••• A•••••• A•••••••• I•••	Former SEC adviser	Jul 20, 2017	Mar 13, 2024	no	LINCOLN, NE\|LINCOLN, NE	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••••• A•••••• A•••••••• I•••	L•• F•••••••• L••	Mar 13, 2024	Mar 14, 2024	1	Firm change	Ibd to ibd
A••••••••• L••	S••••••••• A•••••• A•••••••• I•••	Mar 18, 2023	Jul 20, 2017

Relationships

Registered with (5)

→ L•• F•••••••• L••Registered adviserregistration: current employment
Mar 14, 2024 to presentfactForm ADV
→ S••••••••• A•••••• A•••••••• I•••Registered adviserregistration: previous registration
Jul 20, 2017 to Mar 13, 2024factForm ADV
→ A••••••••• L••Registered adviserregistration: previous registration
Sep 16, 2008 to Mar 18, 2023factForm ADV
→ N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••

Dated events

Occurred
Mar 13, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 18, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cbcb18e1-3f87-5c5a-6c49-3f7d6c8a61db
First observed: Nov 15, 2002
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.