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.

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Registered advisor

B•••• L••• B••••

W•••• F•••• A•••••••wirehouseHagerstown, Mddual registrantIAPD 4436538

Feed of 09/14/2026

Also filed as B•••• L••• Shimmel

At current firm

1 y

since Jul 29, 2025

In the industry

25 y

since Jun 1, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

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•••• A••••••• wirehouse current
since Jul 29, 2025 · Hagerstown, Md
O•• H••• W••••• A•••••••• L•• former
Mar 25, 2024 to Oct 28, 2024 · Lansdowne, Va
O•• H••• W••••• A•••••••• L•• former
May 28, 2022 to Sep 19, 2022 · Lansdowne, Va
W•••• F•••• A••••••• wirehouse
Sep 30, 2011 to May 23, 2022 · Hagerstown, Md

Moves

a registration end followed by a registration begin elsewhere

O•• H••• W••••• A•••••••• L•• to W•••• F•••• A•••••••
left Oct 28, 2024, registered Jul 29, 2025 (274 days) · RIA to wirehouse
W•••• F•••• A••••••• to O•• H••• W••••• A•••••••• L••
left May 23, 2022, registered May 28, 2022 (5 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team

Signals

B•••• L••• B•••• left O•• H••• W••••• A•••••••• L•• for W•••• F•••• A••••••• (registered 2025-07-29)
Oct 28, 2024 · Advisor changed firm · fact
B•••• L••• B•••• left W•••• F•••• A••••••• for O•• H••• W••••• A•••••••• L•• (registered 2022-05-28)
May 23, 2022 · 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: Wirehousederived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address