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.

Current firm

TBG-BEDFORD GROUP LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 18, 1991earliest registration or exam on IAPD

Years in industry

35derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S63|S66

First exam

Sep 18, 1991

First registration

Oct 2, 2006

Dual registered

yes, broker-dealer

IAPD individual key

2035475

• Occurred

  May 19, 2026
  Advisor changed firm

  John Mark Willson left Ameriprise Financial Services, Llc for Tbg-Bedford Group Llc (registered 2026-05-01)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2b77b804-7e8a-ca33-3733-860a0b4e0923

First observed

Oct 2, 2006

Last observed

Sep 15, 2026 6 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.