J••• M• M••

Advisor at B••••••• W••••• P•••••••• L••

MINNETONKA, MN | Delano, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3ac7869e-78f6-6322-3e07-cda9f4bccaab

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: May 6, 2020 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••••••• W••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••• W••••• P•••••••• L••	Independent wealth	Feb 2, 2023	n/a	yes	MINNETONKA, MN\|Delano, MN	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	May 6, 2020	Feb 7, 2023	no	DELANO, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	B••••••• W••••• P•••••••• L••	Feb 7, 2023	Feb 2, 2023	-5	Firm change	Ibd to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
6363:324489:MN:2023-02-03	Feb 7, 2023	Feb 2, 2023	DELANO, MN	Firm change

Relationships

Registered with (2)

→ B••••••• W••••• P•••••••• L••Registered adviserregistration: current employment
Feb 2, 2023 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
May 6, 2020 to Feb 7, 2023factForm ADV

Dated events

Occurred
Feb 7, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3ac7869e-78f6-6322-3e07-cda9f4bccaab
First observed: May 6, 2020
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.