DFX Intelligence

B••••••• M•••• V••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

B••••••• M•••• V••••••••

Advisor at L••••••••• F•••••••• S•••••••

DES MOINES, IA

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Search this name across graphsid dfx:ria:42273624-820c-8edb-1750-fcf7bac8b278

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Nov 30, 2018 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: L••••••••• F•••••••• S•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom 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
L••••••••• F•••••••• S•••••••	State registered	May 6, 2022	n/a	yes	DES MOINES, IA	Current employment
L••••• F•••••••• G••••	Independent wealth	Nov 30, 2018	Oct 3, 2022	no	Des Moines, IA\|DES MOINES, IA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L••••• F•••••••• G••••	L••••••••• F•••••••• S•••••••	Oct 3, 2022	May 6, 2022	-150	Firm change after gap	RIA to state RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
154927:321686:IA:2022-10-03	Oct 3, 2022	May 6, 2022	DES MOINES, IA	Firm change after gap

Relationships

Registered with (2)

→ L••••••••• F•••••••• S•••••••Registered adviserregistration: current employment
May 6, 2022 to presentfactForm ADV
→ L••••• F•••••••• G••••Registered adviserregistration: previous registration
Nov 30, 2018 to Oct 3, 2022factForm ADV

Dated events

Occurred
Oct 3, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:42273624-820c-8edb-1750-fcf7bac8b278
First observed: Nov 30, 2018
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.