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M•••••• B•••• L•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor18 years in industry

M•••••• B•••• L•••••

Advisor at C•••••• W••••• M••••••••• L••

NAPERVILLE, IL | New York, NY

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Search this name across graphsid dfx:ria:ee1d65a5-18ad-ac26-15a2-580098b5073b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 4
On other graphs: 0
Observed: Feb 28, 2008 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: C•••••• W••••• M••••••••• 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: Feb 26, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom 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
C•••••• W••••• M••••••••• L••	Independent wealth	Jul 10, 2026	n/a	yes	New York, NY\|NAPERVILLE, IL	Current employment
A••••••• C•••••• M••••••••• L••	Independent wealth	May 8, 2025	Jul 7, 2026	no

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
A••••••• C•••••• M••••••••• L••	C•••••• W••••• M••••••••• L••	Jul 7, 2026	Jul 10, 2026	3	Firm change	RIA to RIA
F••••• I•••••••••	A••••••• C•••••• M••••••••• L••	May 1, 2025

Relationships

Registered with (9)

→ C•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jul 10, 2026 to presentfactForm ADV
→ A••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
May 8, 2025 to Jul 7, 2026factForm ADV
→ F••••• I•••••••••Registered adviserregistration: previous registration
Jan 10, 2024 to May 1, 2025factForm ADV
→ A••••• A•• P••••••• S•••••••

Dated events

Occurred
Jul 7, 2026
Advisor changed firm
M•••••• B•••• L••••• left A••••••• C•••••• M••••••••• L•• for C•••••• W••••• M••••••••• L•• (registered 2026-07-10)
Form ADVobserved 7 days ago
Occurred
May 1, 2025
Advisor changed firm
M•••••• B•••• L••••• left F••••• I••••••••• for A••••••• C•••••• M••••••••• L•• (registered 2025-05-08)
Form ADVobserved 7 days ago
Occurred
Jan 9, 2024
Advisor changed firm
M•••••• B•••• L••••• left A••••• A•• P••••••• S••••••• for F••••• I••••••••• (registered 2024-01-10)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ee1d65a5-18ad-ac26-15a2-580098b5073b
First observed: Feb 28, 2008
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.