K•••• M• G•••••

Advisor at B•••••• I••••••••• P•••••••• L•

LA JOLLA, CA | Lincoln, RI

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:dca27745-9e20-31de-e33b-c4ccf2944c20

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 25, 2004 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•••••• I••••••••• P•••••••• L•
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Jun 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••• I••••••••• P•••••••• L•	Other adviser	Jan 7, 2020	n/a	yes	LA JOLLA, CA\|Lincoln, RI	Current employment
O••••••••• • C•• I•••	Bd affiliated wealth	May 25, 2006	Sep 6, 2006	no	PROVIDENCE, RI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O••••••••• • C•• I•••	B•••••• I••••••••• P•••••••• L•	Sep 6, 2006	Jan 7, 2020	4,871	Firm change after gap	Other
M••••• S•••••• D• I•••	O••••••••• • C•• I•••	Jun 2, 2006	May 25, 2006

Relationships

Registered with (3)

→ B•••••• I••••••••• P•••••••• L•Registered adviserregistration: current employment
Jan 7, 2020 to presentfactForm ADV
→ O••••••••• • C•• I•••Registered adviserregistration: previous registration
May 25, 2006 to Sep 6, 2006factForm ADV
→ M••••• S•••••• D• I•••Registered adviserregistration: previous registration
Jun 25, 2004 to Jun 2, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dca27745-9e20-31de-e33b-c4ccf2944c20
First observed: Jun 25, 2004
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.