DFX Intelligence

S•••••• D••••• H••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor14 years in industry

S•••••• D••••• H••••••••

Advisor at B•••• W••••• M••••••••• I•••

Colorado Springs, CO

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 6, 2012 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••••• M••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 3, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••• W••••• M••••••••• I•••	Independent wealth	Sep 20, 2017	n/a	yes	Colorado Springs, CO	Current employment
A••••••• W••••• M•••••••••	State registered	Apr 13, 2021	May 20, 2022	no	COLORADO SPRINGS, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• W••••• M•••••••••	n/a	May 20, 2022	n/a	n/a	Departure no registered destination	Departure
A••••••••• I••••••••	A••••••• W••••• M•••••••••	Mar 10, 2020	Apr 13, 2021	399

Relationships

Registered with (5)

→ B•••• W••••• M••••••••• I•••Registered adviserregistration: current employment
Sep 20, 2017 to presentfactForm ADV
→ A••••••• W••••• M•••••••••Registered adviserregistration: previous registration
Apr 13, 2021 to May 20, 2022factForm ADV
→ A••••••••• I••••••••Registered adviserregistration: previous registration
Sep 29, 2017 to Mar 10, 2020factForm ADV
→ A••••• A•• P••••••• S•••••••

Dated events

Order

Occurred
20 May 2022
Advisor departed, no destination yet
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 6, 2012
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.