DFX Intelligence

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

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RIA / WealthAdvisor21 years in industry

R•••••• A• W••••••

Advisor at I•••••• P•••••••• L••

MADISON, WI

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Search this name across graphsid dfx:ria:1e95eb39-b843-b7dc-4931-df4e256bd9e9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 16, 2006 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•••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom 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•••••• P•••••••• L••	Independent wealth	Jan 1, 2026	n/a	yes	MADISON, WI	Current employment
R••••• W• B•••• • C•• I•••••••••	Mixed wealth	Oct 16, 2006	Feb 26, 2019	no	Madison, WI\|MILWAUKEE, WI\|MADISON, WI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••••• W• B•••• • C•• I•••••••••	I•••••• P•••••••• L••	Feb 26, 2019	Jan 1, 2026	2,501	Firm change after gap	RIA to RIA

Relationships

Registered with (2)

→ I•••••• P•••••••• L••Registered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ R••••• W• B•••• • C•• I•••••••••Registered adviserregistration: previous registration
Oct 16, 2006 to Feb 26, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1e95eb39-b843-b7dc-4931-df4e256bd9e9
First observed: Oct 16, 2006
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.