DFX Intelligence

N••••••• A• A•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor18 years in industry

N••••••• A• A•••••

Advisor at B••••• F•••••••• G••••

PLYMOUTH, MN | Sun City, AZ

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Search this name across graphsid dfx:ria:322ee994-f5f8-7d3b-cd24-6b7266cfa9d4

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 26, 2021 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: B••••• F•••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• F•••••••• G••••	Independent wealth	Nov 30, 2021	n/a	yes	PLYMOUTH, MN\|Sun City, AZ	Current employment
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Feb 26, 2021	Nov 5, 2021	no	Sun City West, AZ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• I••••••••• R••••••• A•••••••• I•••	B••••• F•••••••• G••••	Nov 5, 2021	Nov 30, 2021	25	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ B••••• F•••••••• G••••Registered adviserregistration: current employment
Nov 30, 2021 to presentfactForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Feb 26, 2021 to Nov 5, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:322ee994-f5f8-7d3b-cd24-6b7266cfa9d4
First observed: Feb 26, 2021
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.