W•••••• B••••••

Advisor at I••••••••• W••••• C••••••• L••

WALTHAM, MA

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:dc58c873-f613-b71f-680c-1629c38eb536

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 23, 2019 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: I••••••••• W••••• C••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••••• W••••• C••••••• L••	Independent wealth	Oct 17, 2023	n/a	yes	WALTHAM, MA	Current employment
C••••••• P•••••••	Independent wealth	Dec 6, 2021	Feb 4, 2022	no	Rockford, IL\|OVERLAND PARK, KS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• P•••••••	I••••••••• W••••• C••••••• L••	Feb 4, 2022	Oct 17, 2023	620	Firm change after gap	RIA to RIA
H••••••• W•• A•••••••• L•••••	C••••••• P•••••••	Dec 3, 2021	Dec 6, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
124816:105348:IL:2021-12-03	Dec 3, 2021	Dec 6, 2021	ROCKFORD, IL	Firm change

Relationships

Registered with (4)

→ I••••••••• W••••• C••••••• L••Registered adviserregistration: current employment
Oct 17, 2023 to presentfactForm ADV
→ C••••••• P•••••••Registered adviserregistration: previous registration
Dec 6, 2021 to Feb 4, 2022factForm ADV
→ H••••••• W•• A•••••••• L•••••Registered adviserregistration: previous registration
Jun 16, 2020 to Dec 3, 2021factForm ADV
→ E••••• J••••

Dated events

Occurred
Feb 4, 2022
Advisor changed firm
W•••••• B•••••• left C••••••• P••••••• for I••••••••• W••••• C••••••• L•• (registered 2023-10-17)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dc58c873-f613-b71f-680c-1629c38eb536
First observed: Jul 23, 2019
Last observed: Sep 14, 2026 8 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.