DFX Intelligence

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

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RIA / WealthAdvisor20 years in industry

B••••••• P•••••• M•••••••••

Advisor at C••••••••• G••••••••• A••••••• L••

DENVER, CO

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Search this name across graphsid dfx:ria:043c3245-85d0-23ed-5c94-5d7e0e1bf97c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Apr 24, 2006 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: C••••••••• G••••••••• A••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 21, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• G••••••••• A••••••• L••	State registered	Jun 24, 2024	n/a	yes	DENVER, CO	Current employment
C••••••• A•••• M••••••••• I••	Institutional manager	Sep 26, 2022	Sep 7, 2023	no	Denver, CO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• A•••• M••••••••• I••	C••••••••• G••••••••• A••••••• L••	Sep 7, 2023	Jun 24, 2024	291	Firm change	Other
P••• I••••••••• A•••••••	C••••••• A•••• M••••••••• I••	Sep 11, 2021	Sep 26, 2022

Relationships

Registered with (7)

→ C••••••••• G••••••••• A••••••• L••Registered adviserregistration: current employment
Jun 24, 2024 to presentfactForm ADV
→ C••••••• A•••• M••••••••• I••Registered adviserregistration: previous registration
Sep 26, 2022 to Sep 7, 2023factForm ADV
→ P••• I••••••••• A•••••••Registered adviserregistration: previous registration
Aug 29, 2017 to Sep 11, 2021factForm ADV
→ F•••• F•••••••• E••••• C•••••••••

Dated events

Occurred
Sep 7, 2023
Advisor changed firm
B••••••• P•••••• M••••••••• left C••••••• A•••• M••••••••• I•• for C••••••••• G••••••••• A••••••• L•• (registered 2024-06-24)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:043c3245-85d0-23ed-5c94-5d7e0e1bf97c
First observed: Apr 24, 2006
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.