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D•••• J••• B••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)21 years in industry

D•••• J••• B••••••••

Advisor at I••••••••• I••••••••• S•••••••• I••

ALBERT LEA, MN | Eden Prairie, MN

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Search this name across graphsid dfx:ria:004edb52-2454-5b6a-b6a5-6de8314e8267

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Dec 17, 2013 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: I••••••••• I••••••••• S•••••••• I••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Nov 12, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••••• I••••••••• S•••••••• I••	Mixed wealth	Aug 16, 2016	n/a	yes	ALBERT LEA, MN\|Eden Prairie, MN	Current employment
C•••••• S••••• • C••• I•••	National bd RIA	Feb 24, 2015	Aug 12, 2016	no	Edina, MN\|Woodbury, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• S••••• • C••• I•••	I••••••••• I••••••••• S•••••••• I••	Aug 12, 2016	Aug 16, 2016	4	Firm change	Other
S•••••••• A••••••• L••	C•••••• S••••• • C••• I•••	Jan 26, 2015	Feb 24, 2015

Relationships

Registered with (3)

→ I••••••••• I••••••••• S•••••••• I••Registered adviserregistration: current employment
Aug 16, 2016 to presentfactForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Feb 24, 2015 to Aug 12, 2016factForm ADV
→ S•••••••• A••••••• L••Registered adviserregistration: previous registration
Dec 17, 2013 to Jan 26, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:004edb52-2454-5b6a-b6a5-6de8314e8267
First observed: Dec 17, 2013
Last observed: Sep 14, 2026 8 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.