DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst17 years in industry

B•••••• D•••••• G••••

Advisor at G•••••• • C•••• I•••

WEST DES MOINES, IA

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Search this name across graphsid dfx:ria:0bc92cf5-7576-1fc0-9349-aa1af06af5c9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 16, 2008 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: G•••••• • C•••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 15, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••••• • C•••• I•••	Independent wealth	Apr 14, 2016	n/a	yes	WEST DES MOINES, IA	Current employment
V•• A••••••• S•••••••	Former SEC adviser	Dec 16, 2008	Apr 14, 2016	no	OVERLAND PARK, KS\|DES MOINES, IA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V•• A••••••• S•••••••	G•••••• • C•••• I•••	Apr 14, 2016	Apr 14, 2016	0	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
14503:283112:IA:2016-04-14	Apr 14, 2016	Apr 14, 2016	DES MOINES, IA	Firm change

Relationships

Registered with (2)

→ G•••••• • C•••• I•••Registered adviserregistration: current employment
Apr 14, 2016 to presentfactForm ADV
→ V•• A••••••• S•••••••Registered adviserregistration: previous registration
Dec 16, 2008 to Apr 14, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0bc92cf5-7576-1fc0-9349-aa1af06af5c9
First observed: Dec 16, 2008
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.