DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

A•••••• G••••• R•••

Advisor at F•• W••••• M••••••••• L••

COON RAPIDS, MN

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 21, 2014 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: F•• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•• W••••• M••••••••• L••	Independent wealth	Feb 21, 2019	n/a	yes	COON RAPIDS, MN	Current employment
F••••••••• F•••••••• P••••••• L••	Former SEC adviser	Jan 21, 2014	May 16, 2019	no	MINNEAPOLIS, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••••••• F•••••••• P••••••• L••	F•• W••••• M••••••••• L••	May 16, 2019	Feb 21, 2019	-84	Firm change after gap	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
115155:300253:MN:2019-05-16	May 16, 2019	Feb 21, 2019	MINNEAPOLIS, MN	Firm change after gap

Relationships

Registered with (2)

→ F•• W••••• M••••••••• L••Registered adviserregistration: current employment
Feb 21, 2019 to presentfactForm ADV
→ F••••••••• F•••••••• P••••••• L••Registered adviserregistration: previous registration
Jan 21, 2014 to May 16, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 21, 2014
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.