DFX Intelligence

C•••••• A•• W••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner27 years in industry

C•••••• A•• W••••

Advisor at C•••••• W•••• C••• L••

Eden Prairie, MN | CHANHASSEN, MN

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Search this name across graphsid dfx:ria:1abb9830-086a-a6e6-8f83-b9080c517f9a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 2, 2014 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: C•••••• W•••• C••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• W•••• C••• L••	Independent wealth	Feb 22, 2018	n/a	yes	CHANHASSEN, MN\|Eden Prairie, MN	Current employment
C•••••• W•••• C••• L••	Independent wealth	Dec 2, 2014	Dec 9, 2015	no	CHANHASSEN, MN	Previous registration

Relationships

Registered with (1)

→ C•••••• W•••• C••• L••Registered adviserregistration: previous registration
Dec 2, 2014 to Dec 9, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1abb9830-086a-a6e6-8f83-b9080c517f9a
First observed: Dec 2, 2014
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.