DFX Intelligence

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

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RIA / WealthAdvisor25 years in industry

B•••••••• W••••••• T•••••••

Advisor at I••••••• W••••• M••••••••• I•••

DENVER, CO

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Search this name across graphsid dfx:ria:1b4ea1da-7825-1443-b873-3e1f345a6d98

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 14, 2014 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: I••••••• W••••• M••••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 2, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom 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
I••••••• W••••• M••••••••• I•••	State registered	Nov 17, 2025	n/a	yes	DENVER, CO	Current employment
I••••••• W••••• M••••••••• I•••	State registered	Aug 14, 2014	Dec 31, 2016	no	DENVER, CO	Previous registration

Relationships

Registered with (1)

→ I••••••• W••••• M••••••••• I•••Registered adviserregistration: previous registration
Aug 14, 2014 to Dec 31, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1b4ea1da-7825-1443-b873-3e1f345a6d98
First observed: Aug 14, 2014
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.