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

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RIA / WealthAdvisorCertified Financial Planner20 years in industry

T••••• A••••• W••••••

Advisor at B••• C•••• A•••••••• L••

TOWSON, MD

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Search this name across graphsid dfx:ria:df47c72f-37b5-59e8-7fed-70c19f0bc146

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 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: B••• C•••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
B••• C•••• A•••••••• L••	Independent wealth	Jan 29, 2025	n/a	yes	TOWSON, MD	Current employment
O•••• W•••••• I•••	Bd affiliated wealth	Jun 14, 2024	Jan 23, 2025	no	Glen Arm, MD

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• W•••••• I•••	B••• C•••• A•••••••• L••	Jan 23, 2025	Jan 29, 2025	6	Firm change	Ibd to new firm
S••••••••• A•••••• A•••••••• I•••	O•••• W•••••• I•••	Jun 14, 2024

Relationships

Registered with (4)

→ B••• C•••• A•••••••• L••Registered adviserregistration: current employment
Jan 29, 2025 to presentfactForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
Jun 14, 2024 to Jan 23, 2025factForm ADV
→ S••••••••• A•••••• A•••••••• I•••Registered adviserregistration: previous registration
Sep 18, 2020 to Jun 14, 2024factForm ADV
→ S•• A•••••••• I•••

Dated events

Occurred
Jan 23, 2025
Advisor changed firm
T••••• A••••• W•••••• left O•••• W•••••• I••• for B••• C•••• A•••••••• L•• (registered 2025-01-29)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:df47c72f-37b5-59e8-7fed-70c19f0bc146
First observed: Jan 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.