O•••• M• T•••••

Advisor at B•• M••••• S••••••••• C•••••••••

••• Locked

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:e5fc85ca-0a7e-82d3-f38e-40b3c590a354

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 23, 2019 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•• M••••• S••••••••• C•••••••••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Mar 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•• M••••• S••••••••• C•••••••••	Other adviser	Jan 1, 2025	n/a	yes	NEW YORK, NY\|NEWPORT BEACH, CA\|IRVINE, CA	Current employment
S•••••• P••••••• I••••••••• S••••••••• L••	Former SEC adviser	Oct 23, 2019	Nov 19, 2019	no	Irvine, CA

Moves

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From	To	Left	Joined	Gap, days	Kind	Move type
S•••••• P••••••• I••••••••• S••••••••• L••	B•• M••••• S••••••••• C•••••••••	Nov 19, 2019	Jan 1, 2025	1,870	Firm change after gap	Other

Relationships

Registered with (2)

→ B•• M••••• S••••••••• C•••••••••Registered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ S•••••• P••••••• I••••••••• S••••••••• L••Registered adviserregistration: previous registration
Oct 23, 2019 to Nov 19, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e5fc85ca-0a7e-82d3-f38e-40b3c590a354
First observed: Oct 23, 2019
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.