DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner33 years in industry

W•••••• A••••• L••••

Advisor at B••• L•••• R••••••••• S••••••••• L••

THE VILLAGES, FL

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Search this name across graphsid dfx:ria:d35bff9d-9e67-5955-f7cb-f3d4e3274fe6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 21, 2011 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••• L•••• R••••••••• S••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 25, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• L•••• R••••••••• S••••••••• L••	Independent wealth	Mar 22, 2021	n/a	yes	THE VILLAGES, FL	Current employment
B••• L•••• R••••••••• S••••••••• L••	Independent wealth	Mar 21, 2011	Dec 1, 2011	no	THE VILLAGES, FL

Relationships

Registered with (1)

→ B••• L•••• R••••••••• S••••••••• L••Registered adviserregistration: previous registration
Mar 21, 2011 to Dec 1, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d35bff9d-9e67-5955-f7cb-f3d4e3274fe6
First observed: Mar 21, 2011
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.