DFX Intelligence

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

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RIA / WealthAdvisor15 years in industry

B•••• C•••••• R••••

Advisor at M•••••• P••••••••• P•••••••• L•••

••• Locked

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Search this name across graphsid dfx:ria:2739142b-12ec-1240-c3e0-7fc4ae7e31d1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 22, 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: M•••••• P••••••••• P•••••••• L•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• P••••••••• P•••••••• L•••	Independent wealth	Jul 19, 2017	n/a	yes	WAUSAU, WI\|Duluth, MN\|Grand Rapids, MN	Current employment
J••• F•••••••• A•••••••• L••	Independent wealth	Jan 22, 2014	Jul 24, 2017	no	DULUTH, MN\|BLOOMINGTON, MN\|Duluth, MN\|Duluth, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• F•••••••• A•••••••• L••	M•••••• P••••••••• P•••••••• L•••	Jul 24, 2017	Jul 19, 2017	-5	Firm change	Other

Relationships

Registered with (2)

→ M•••••• P••••••••• P•••••••• L•••Registered adviserregistration: current employment
Jul 19, 2017 to presentfactForm ADV
→ J••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 22, 2014 to Jul 24, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2739142b-12ec-1240-c3e0-7fc4ae7e31d1
First observed: Jan 22, 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.