DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

B••••••• J•••• T••••••

Advisor at T•• W••••• G•••• • A••••• B• C•••• • A•••••••••

FRANKLIN, TN | EDEN PRAIRIE, MN

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Search this name across graphsid dfx:ria:081f3417-649e-771d-16cd-4e09a529502e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 29, 2020 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: ••• Locked
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• W••••• G•••• • A••••• B• C•••• • A•••••••••	Independent wealth	Jan 29, 2026	n/a	yes	FRANKLIN, TN\|EDEN PRAIRIE, MN	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	May 29, 2020	Jul 7, 2021	no	Eden Prairie, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	T•• W••••• G•••• • A••••• B• C•••• • A•••••••••	Jul 7, 2021	Jan 29, 2026	1,667	Firm change after gap	Ibd to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:311385:MN:2021-07-07	Jul 7, 2021	Jan 29, 2026	EDEN PRAIRIE, MN	Firm change after gap

Relationships

Registered with (2)

→ T•• W••••• G•••• • A••••• B• C•••• • A•••••••••Registered adviserregistration: current employment
Jan 29, 2026 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
May 29, 2020 to Jul 7, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:081f3417-649e-771d-16cd-4e09a529502e
First observed: May 29, 2020
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.