DFX Intelligence

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

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RIA / WealthAdvisor41 years in industry

R•••••• J••• B••••••••

Advisor at B•••••••• L••

St. Louis Park, MN

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Search this name across graphsid dfx:ria:25f43ad7-d356-fba0-4a29-03e26f082b51

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 17, 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•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 1985earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• L••	Independent wealth	Jan 10, 2024	n/a	yes	St. Louis Park, MN	Current employment
B•••••••• L••	Independent wealth	Sep 9, 2020	Dec 31, 2023	no	DALLAS, TX\|St. Louis Park, MN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••••• S••••••••• I•••	B•••••••• L••	Sep 16, 2020	Sep 9, 2020	-7	Firm change	Ibd to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
1137:168733:MN:2020-09-16	Sep 16, 2020	Sep 9, 2020	MINNETONKA, MN	Firm change

Relationships

Registered with (2)

→ B•••••••• L••Registered adviserregistration: previous registration
Sep 9, 2020 to Dec 31, 2023factForm ADV
→ P•••••••• S••••••••• I•••Registered adviserregistration: previous registration
Jan 17, 2014 to Sep 16, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:25f43ad7-d356-fba0-4a29-03e26f082b51
First observed: Jan 17, 2014
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.