DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

B••• L••••• B••••••

W••• F••• W••••• M••••••••• L••state registeredChapel Hill, NcIA-onlyIAPD 3258239

Certified Financial Planner

Feed of 09/14/2026

Also filed as Cort L••••• B••••••

At current firm

2 y

since Jun 6, 2024

In the industry

23 y

since Jul 17, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

W••• F••• W••••• M••••••••• L•• state registered current
since Jun 6, 2024 · Chapel Hill, Nc
R••••• W• B•••• • C•• I••••••••• mixed wealth
Oct 27, 2017 to May 9, 2024 · Charleston, Sc
M••••• S•••••• wirehouse
Jan 26, 2016 to Oct 30, 2017 · Chapel Hill, Nc
A••••• A•• P••••••• S••••••• BD affiliated
Feb 6, 2015 to Dec 3, 2015 · Chapel Hill, Nc
K••••••••• C••••••• L•• former
Jul 19, 2011 to Oct 24, 2011 · Charlotte, Nc
W•••• F•••• A••••••• wirehouse
Nov 3, 2004 to May 2, 2005 · Winston-Salem, Nc

Moves

a registration end followed by a registration begin elsewhere

R••••• W• B•••• • C•• I••••••••• to W••• F••• W••••• M••••••••• L••
left May 9, 2024, registered Jun 6, 2024 (28 days) · RIA to a state-registered adviser
M••••• S•••••• to R••••• W• B•••• • C•• I•••••••••
left Oct 30, 2017, registered Oct 27, 2017 (-3 days) · Other · moved with a team
A••••• A•• P••••••• S••••••• to M••••• S••••••
left Dec 3, 2015, registered Jan 26, 2016 (54 days) · Other
K••••••••• C••••••• L•• to A••••• A•• P••••••• S•••••••
left Oct 24, 2011, registered Feb 6, 2015 (1201 days) · Other
W•••• F•••• A••••••• to K••••••••• C••••••• L••
left May 2, 2005, registered Jul 19, 2011 (2269 days) · Other

Signals

B••• L••••• B•••••• left R••••• W• B•••• • C•• I••••••••• for W••• F••• W••••• M••••••••• L•• (registered 2024-06-06)
May 9, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: STATE REGISTEREDderived
Years in industry: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address