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

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RIA / WealthAdvisorCertified Financial Planner37 years in industry

B•••• L•••• S••••

Advisor at T••••••••• W••••• A•••••••• L•••

COLLEGE STATION, TX

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Search this name across graphsid dfx:ria:f4a3396e-f998-1f78-7762-2392c4e700cd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 12, 1995 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: T••••••••• W••••• A•••••••• L•••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 22, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 18derivedfrom 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
T••••••••• W••••• A•••••••• L•••	State registered	Jan 1, 2008	n/a	yes	COLLEGE STATION, TX	Current employment
T••••••••• W••••• A•••••••• L•••	State registered	May 25, 2004	Dec 31, 2007	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
C••••• A••••••• S•••••••• I••	T••••••••• W••••• A•••••••• L•••	Jul 26, 2004	May 25, 2004	-62	Firm change after gap	Other

Relationships

Registered with (2)

→ T••••••••• W••••• A•••••••• L•••Registered adviserregistration: previous registration
May 25, 2004 to Dec 31, 2007factForm ADV
→ C••••• A••••••• S•••••••• I••Registered adviserregistration: previous registration
Jul 12, 1995 to Jul 26, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f4a3396e-f998-1f78-7762-2392c4e700cd
First observed: Jul 12, 1995
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.