P••• J••• T••••

Advisor at B••• • B••• A••••••• L••

SARASOTA, FL

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:fcf3bbe3-3d62-3020-6a45-d371792ba98c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Aug 29, 2020 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: B••• • B••• A••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• • B••• A••••••• L••	State registered	Aug 25, 2021	n/a	yes	SARASOTA, FL	Current employment
A•••• A•••••••• I•••	n/a	Aug 29, 2020	Jan 3, 2022	no	WINNETKA, IL\|Mokena, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••• A•••••••• I•••	B••• • B••• A••••••• L••	Jan 3, 2022	Aug 25, 2021	-131	Firm change after gap	Other

Relationships

Registered with (2)

→ B••• • B••• A••••••• L••Registered adviserregistration: current employment
Aug 25, 2021 to presentfactForm ADV
→ A•••• A•••••••• I•••Registered adviserregistration: previous registration
Aug 29, 2020 to Jan 3, 2022factForm ADV

Dated events

Occurred
Jan 3, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fcf3bbe3-3d62-3020-6a45-d371792ba98c
First observed: Aug 29, 2020
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.