DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)19 years in industry

B•••• L•••• M•••••

Advisor at R•••••• J•••• F•••••••• S••••••• A•••••••• I••

ROCKVILLE, MD

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Search this name across graphsid dfx:ria:ef7163ac-3b3f-2e34-f849-160f7e8986c2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Dec 13, 2018 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: R•••••• J•••• F•••••••• S••••••• A•••••••• I••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Jun 24, 2026	n/a	yes	ROCKVILLE, MD	Current employment
M••••••	Bd affiliated wealth	May 17, 2024	Nov 26, 2024	no	Washington, DC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Nov 26, 2024	Jun 24, 2026	575	Firm change after gap	Ibd to ibd
C•••••• A•••• M••••••••• L••	M••••••	Feb 20, 2024	May 17, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
155419:288566:GA:2021-10-19	Oct 19, 2021	Oct 5, 2021	ATLANTA, GA	Firm change

Relationships

Registered with (6)

→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: current employment
Jun 24, 2026 to presentfactForm ADV
→ M••••••Registered adviserregistration: previous registration
May 17, 2024 to Nov 26, 2024factForm ADV
→ C•••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Oct 5, 2021 to Feb 20, 2024factForm ADV
→ B••••• C•••••• A•••••••• L••

Dated events

Occurred
Nov 26, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Feb 20, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ef7163ac-3b3f-2e34-f849-160f7e8986c2
First observed: Dec 13, 2018
Last observed: Sep 14, 2026 9 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.