DFX Intelligence

B•••••• E•••• W•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor42 years in industry

B•••••• E•••• W•••••

Advisor at P••••• F••••• W•••••• L••

BLOOMINGTON, MN

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 12:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Sep 4, 2009 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: P••••• F••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 20, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom 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
P••••• F••••• W•••••• L••	Independent wealth	Nov 20, 2025	n/a	yes	BLOOMINGTON, MN	Current employment
W•••• F•••• A•••••••	Wirehouse	Sep 4, 2009	Nov 19, 2025	no	MINNEAPOLIS, MN\|WAYZATA, MN\|BLOOMINGTON, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	P••••• F••••• W•••••• L••	Nov 19, 2025	Nov 20, 2025	1	Firm change	Wirehouse to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:324059:MN:2025-11-19	Nov 19, 2025	Nov 20, 2025	BLOOMINGTON, MN	Firm change

Relationships

Registered with (2)

→ P••••• F••••• W•••••• L••Registered adviserregistration: current employment
Nov 20, 2025 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Sep 4, 2009 to Nov 19, 2025factForm ADV

Dated events

Order

Occurred
19 Nov 2025
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Sep 4, 2009
Last observed: Sep 14, 2026 10 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.