DFX Intelligence

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

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RIA / WealthAdvisor27 years in industry

B•••••• L••••• R••••••

Advisor at A••••• W•••••

WEST HARTFORD, CT | RESTON, VA

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:eebea0b7-f49f-1364-c6ed-a78ea2e36439

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jul 19, 1999 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: A••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 19, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• W•••••	Independent wealth	Apr 22, 2024	n/a	yes	WEST HARTFORD, CT\|RESTON, VA	Current employment
C••••••••• F••••••••• I•••	Former SEC adviser	Jun 21, 2023	May 3, 2024	no	RESTON, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• F••••••••• I•••	A••••• W•••••	May 3, 2024	Apr 22, 2024	-11	Firm change	RIA to RIA
A••••••••• F•••••••• A••••••••• L•••	C••••••••• F••••••••• I•••	Oct 8, 2002	Jun 21, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
133114:171106:VA:2024-05-03	May 3, 2024	Apr 22, 2024	RESTON, VA	Firm change

Relationships

Registered with (3)

→ A••••• W•••••Registered adviserregistration: current employment
Apr 22, 2024 to presentfactForm ADV
→ C••••••••• F••••••••• I•••Registered adviserregistration: previous registration
Jun 21, 2023 to May 3, 2024factForm ADV
→ A••••••••• F•••••••• A••••••••• L•••Registered adviserregistration: previous registration
Jul 19, 1999 to Oct 8, 2002factForm ADV

Dated events

Occurred
May 3, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eebea0b7-f49f-1364-c6ed-a78ea2e36439
First observed: Jul 19, 1999
Last observed: Sep 15, 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.