DFX Intelligence

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

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RIA / WealthAdvisor28 years in industry

T••••• E••••• W••••

Advisor at B••••••••• C•••••• M••••••••• L••

St. Peters, MO | WHEATON, IL

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Search this name across graphsid dfx:ria:f326158c-d62d-fba6-32ea-04a0ec49f173

Data as of Sep 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 0
Dated events: 2
On other graphs: 0
Observed: Jul 25, 2022 to Sep 18, 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•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••••• C•••••• M••••••••• L••	Independent wealth	Sep 17, 2026	n/a	yes	St. Peters, MO\|WHEATON, IL	Current employment
M•••• C••••••• A••••••• S••••••	Bd affiliated wealth	Oct 6, 2025	Sep 10, 2026	no	SAINT PETERS, MO\|SAINT CHARLES, MO\|PALM BEACH GARDENS, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••• C••••••• A••••••• S••••••	B••••••••• C•••••• M••••••••• L••	Sep 10, 2026	Sep 17, 2026	7	Firm change	Ibd to RIA
P••••••••• C•••••• A•••••••	M•••• C••••••• A••••••• S••••••	Sep 15, 2025	Oct 6, 2025

Relationships

No published relationship touches this entity yet.

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 10, 2026
Advisor changed firm
T••••• E••••• W•••• left M•••• C••••••• A••••••• S•••••• for B••••••••• C•••••• M••••••••• L•• (registered 2026-09-17)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Sep 17, 2026
T••••• E••••• W•••• registered as an investment adviser representative at B••••••••• C•••••• M••••••••• L••

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f326158c-d62d-fba6-32ea-04a0ec49f173
First observed: Jul 25, 2022
Last observed: Sep 18, 2026 4 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.