DFX Intelligence

R••••••• P••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner26 years in industry

R••••••• P••••••••

Advisor at B•••••••• P•••••••

MIDDLETON, WI

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 22, 2005 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•••••••• P•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 8, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• P•••••••	State registered	Jun 18, 2026	n/a	yes	MIDDLETON, WI	Current employment
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Oct 5, 2011	Jun 25, 2026	no	MADISON, WI\|Middleton, WI\|Middleton, WI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• I••••••••• R••••••• A•••••••• I•••	B•••••••• P•••••••	Jun 25, 2026	Jun 18, 2026	-7	Firm change	Ibd to state RIA
A••••••••• F•••••••• S•••••••• L••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Mar 16, 2010

Relationships

Registered with (3)

→ B•••••••• P•••••••Registered adviserregistration: current employment
Jun 18, 2026 to presentfactForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Oct 5, 2011 to Jun 25, 2026factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Feb 22, 2005 to Mar 16, 2010factForm ADV

Dated events

Occurred
Jun 25, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 22, 2005
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.