DFX Intelligence
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Reading the graph
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Advisor at B•••••• L••• A••••••• S•••••••• I•••
CHICAGO, IL | Glen Burnie, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| B•••••• L••• A••••••• S•••••••• I••• | Bd affiliated wealth | Jun 9, 2026 | n/a | yes | Glen Burnie, MD|CHICAGO, IL | Current employment |
| E•••• I••••• A•••••••• I••• | Independent wealth | Mar 11, 2025 | Dec 23, 2025 | no | ELLICOTT CITY, MD |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| E•••• I••••• A•••••••• I••• | B•••••• L••• A••••••• S•••••••• I••• | Dec 23, 2025 | Jun 9, 2026 | 168 | Firm change | RIA to ibd |
| L•• E••••••••• L•• | E•••• I••••• A•••••••• I••• | Dec 16, 2024 | Mar 11, 2025 |
| L•• E••••••••• L•• | Bd affiliated wealth | Nov 14, 2024 | Dec 16, 2024 | no | COCKEYSVILLE, MD | Previous registration |
| P•••• S••••••••• L•• | No RAUM reported | Aug 2, 2023 | Nov 14, 2024 | no | North Bethesda, MD | Previous registration |
| T••••••• I••••••••• M••••••••• I••• | Bd affiliated wealth | Oct 9, 2018 | Aug 3, 2023 | no | GERMANTOWN, MD|HEATHROW, FL|Howey In The Hills, FL|Ellicott City, MD|Marriottsville, MD | Previous registration |
| 85 |
| Firm change |
| Other |
| P•••• S••••••••• L•• | L•• E••••••••• L•• | Nov 14, 2024 | Nov 14, 2024 | 0 | Bulk transfer | Ibd to new firm |
| T••••••• I••••••••• M••••••••• I••• | P•••• S••••••••• L•• | Aug 3, 2023 | Aug 2, 2023 | -1 | Firm change | Ibd to ibd |