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F••••• M••••••••• H•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)39 years in industry

F••••• M••••••••• H•••

Advisor at B•• P•••••••• I•••

CEDAR RAPIDS, IA | Edwards, CO | EDWARDS, CO

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Search this name across graphsid dfx:ria:131d78c3-0768-610f-8235-ccf9d4cbe544

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Nov 29, 1999 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: B•• P•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 18, 1986earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 20derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
B•• P•••••••• I•••	Bd affiliated wealth	Jun 15, 2016	n/a	yes	Edwards, CO\|CEDAR RAPIDS, IA	Current employment
B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••	Bd affiliated wealth	Jan 4, 2006	n/a	yes

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••• A•••••••• L••	B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••	Dec 19, 2005	Jan 4, 2006	16	Firm change	Other
B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••	E•••••••• A•••••••• L••	Nov 30, 2005

Relationships

Registered with (4)

→ B•• P•••••••• I•••Registered adviserregistration: current employment
Jun 15, 2016 to presentfactForm ADV
→ B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Aug 26, 2003 to Nov 30, 2005factForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Dec 1, 2005 to Dec 19, 2005factForm ADV
→ C••••••••• C•••••• I••••••••• S•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:131d78c3-0768-610f-8235-ccf9d4cbe544
First observed: Nov 29, 1999
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.