DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner28 years in industry

R•••••• D•••• R••••••

Advisor at B•• W••••• P•••••••

••• Locked

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Search this name across graphsid dfx:ria:0ff58e98-bef9-ef88-3052-f8c222e1849b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 15, 2003 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: Jul 20, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 19derivedfrom 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 14, 2026	n/a	yes	AKRON, OH\|Boulder , CO	Current employment
B•• W••••• P•••••••	Independent wealth	Oct 24, 2006	n/a	yes	BOULDER, CO	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T• A••••••••• I•••	B•• W••••• P•••••••	Jun 27, 2005	Oct 24, 2006	484	Firm change after gap	Other
C•••••• S••••• • C••• I•••	T• A••••••••• I•••	Oct 7, 2004	Oct 6, 2004

Relationships

Registered with (4)

→ S•••••• F•••••••• G••••• L•••••Registered adviserregistration: current employment
Jul 14, 2026 to presentfactForm ADV
→ B•• W••••• P•••••••Registered adviserregistration: current employment
Oct 24, 2006 to presentfactForm ADV
→ T• A••••••••• I•••Registered adviserregistration: previous registration
Oct 6, 2004 to Jun 27, 2005factForm ADV
→ C•••••• S••••• • C••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0ff58e98-bef9-ef88-3052-f8c222e1849b
First observed: Oct 15, 2003
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.