DFX Intelligence

J•••• J••••• E•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner26 years in industry

J•••• J••••• E•••••

Advisor at B••••••• F••••••••• L••

RED WING, MN

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Search this name across graphsid dfx:ria:456f246b-c755-040b-91aa-1a70309e6d8e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 28, 2015 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••••••• F••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 30, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••• F••••••••• L••	State registered	Feb 26, 2018	n/a	yes	RED WING, MN	Current employment
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	May 28, 2015	Mar 15, 2018	no	RED WING, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• I••••••••• R••••••• A•••••••• I•••	B••••••• F••••••••• L••	Mar 15, 2018	Feb 26, 2018	-17	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
134139:291172:MN:2018-03-15	Mar 15, 2018	Feb 26, 2018	RED WING, MN	Firm change

Relationships

Registered with (2)

→ B••••••• F••••••••• L••Registered adviserregistration: current employment
Feb 26, 2018 to presentfactForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
May 28, 2015 to Mar 15, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:456f246b-c755-040b-91aa-1a70309e6d8e
First observed: May 28, 2015
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.