DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner16 years in industry

J•••• D• M•••••••

Advisor at B•• W••••• P•••••••

••• Locked

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Search this name across graphsid dfx:ria:08912193-8381-b534-1efa-67ad1bce6527

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 7, 2010 to Sep 15, 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•• W••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 7, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••••• F•••••••• G••••• L•••••	Independent wealth	Jul 17, 2026	n/a	yes	Boudler , CO\|AKRON, OH	Current employment
B•• W••••• P•••••••	Independent wealth	Aug 18, 2015	n/a	yes	BOULDER, CO	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	B•• W••••• P•••••••	Jun 25, 2015	Aug 18, 2015	54	Firm change	Other
P••••• W•••••• L••	L•• F•••••••• L••	Jun 10, 2015	Mar 1, 2013

Relationships

Registered with (4)

→ S•••••• F•••••••• G••••• L•••••Registered adviserregistration: current employment
Jul 17, 2026 to presentfactForm ADV
→ B•• W••••• P•••••••Registered adviserregistration: current employment
Aug 18, 2015 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Mar 1, 2013 to Jun 25, 2015factForm ADV
→ P••••• W•••••• L••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:08912193-8381-b534-1efa-67ad1bce6527
First observed: Jun 7, 2010
Last observed: Sep 15, 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.