DFX Intelligence

J•••••• B• P•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

J•••••• B• P•••••

Advisor at H••••••• W••••• M••••••••• L••

GREENWOOD VILLAGE, CO

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Search this name across graphsid dfx:ria:14f34e15-f4f6-a29b-7003-65a539efeb1d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jun 2, 2020 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: H••••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••••••• W••••• M••••••••• L••	Independent wealth	Nov 1, 2022	n/a	yes	GREENWOOD VILLAGE, CO	Current employment
P••••• F•••••••• S••••••••• I•••	n/a	Oct 11, 2021	Jan 30, 2023	no	WESTMINSTER, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••• F•••••••• S••••••••• I•••	H••••••• W••••• M••••••••• L••	Jan 30, 2023	Nov 1, 2022	-90	Firm change after gap	Other
S••••• W••••• A••••••••• L••	P••••• F•••••••• S••••••••• I•••	Jul 22, 2021	Oct 11, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
113957:292277:CO:2023-01-30	Jan 30, 2023	Nov 1, 2022	WESTMINSTER, CO	Firm change after gap

Relationships

Registered with (3)

→ H••••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Nov 1, 2022 to presentfactForm ADV
→ P••••• F•••••••• S••••••••• I•••Registered adviserregistration: previous registration
Oct 11, 2021 to Jan 30, 2023factForm ADV
→ S••••• W••••• A••••••••• L••Registered adviserregistration: previous registration
Jun 2, 2020 to Jul 22, 2021factForm ADV

Dated events

Occurred
Jan 30, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:14f34e15-f4f6-a29b-7003-65a539efeb1d
First observed: Jun 2, 2020
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.