DFX Intelligence

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

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RIA / WealthAdvisor21 years in industry

B•••••• R••••• S••••••

Advisor at F••••••

Denver, CO | SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:29a81feb-3113-84cd-f791-bce351832edd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 18, 2013 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: F••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 18, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••	Independent wealth	Apr 7, 2025	n/a	yes	Denver, CO\|SAN FRANCISCO, CA	Current employment
G••••• W••••• S••••••••• A•• A••••••••• L••	Independent wealth	Nov 8, 2021	May 2, 2025	no	DENVER, CO\|DENVER, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••• W••••• S••••••••• A•• A••••••••• L••	F••••••	May 2, 2025	Apr 7, 2025	-25	Firm change	RIA to RIA
M•• I•••••••• S•••••••• L••	G••••• W••••• S••••••••• A•• A••••••••• L••	Nov 1, 2021	Nov 8, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
10409:316072:CO:2021-10-29	Nov 1, 2021	Nov 8, 2021	DENVER, CO	Firm change

Relationships

Registered with (5)

→ F••••••Registered adviserregistration: current employment
Apr 7, 2025 to presentfactForm ADV
→ G••••• W••••• S••••••••• A•• A••••••••• L••Registered adviserregistration: previous registration
Nov 8, 2021 to May 2, 2025factForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 25, 2017 to Nov 1, 2021factForm ADV
→ M•• F•••••••• S•••••••• I•••

Dated events

Occurred
May 2, 2025
Advisor changed firm
B•••••• R••••• S•••••• left G••••• W••••• S••••••••• A•• A••••••••• L•• for Farther (registered 2025-04-07)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:29a81feb-3113-84cd-f791-bce351832edd
First observed: Oct 18, 2013
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.