DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

B•••• B•••• F••••

Advisor at B••••• W•••••

EDEN PRAIRIE, MN

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Search this name across graphsid dfx:ria:22222ce2-408b-44f3-f81c-5015dcddac8f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Mar 21, 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: B••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• W•••••	Independent wealth	May 4, 2026	n/a	yes	EDEN PRAIRIE, MN	Current employment
A•••• S•••••	Independent wealth	Nov 24, 2022	Apr 10, 2026	no	EDEN PRAIRIE, MN\|VICTORIA, MN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••• S•••••	B••••• W•••••	Apr 10, 2026	May 4, 2026	24	Firm change	RIA to RIA
W••••• F•••••••• A•••••••• L••	A•••• S•••••	Sep 27, 2022	Nov 24, 2022

Relationships

Registered with (3)

→ B••••• W•••••Registered adviserregistration: current employment
May 4, 2026 to presentfactForm ADV
→ A•••• S•••••Registered adviserregistration: previous registration
Nov 24, 2022 to Apr 10, 2026factForm ADV
→ W••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Mar 21, 2014 to Sep 27, 2022factForm ADV

Dated events

Occurred
Apr 10, 2026
Advisor changed firm
B•••• B•••• F•••• left A•••• S••••• for B••••• W••••• (registered 2026-05-04)
Form ADVobserved 7 days ago
Occurred
Sep 27, 2022
Advisor changed firm
B•••• B•••• F•••• left W••••• F•••••••• A•••••••• L•• for A•••• S••••• (registered 2022-11-24)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:22222ce2-408b-44f3-f81c-5015dcddac8f
First observed: Mar 21, 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.