DFX Intelligence

R••••• B• W•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor36 years in industry

R••••• B• W•••••••••

Advisor at E•••••••• W••••• P•••••••

OMAHA, NE

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:61a2f87b-2b7c-4b45-475b-2fcc702ded1f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 19, 2000 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: E•••••••• W••••• P•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 21, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••••• W••••• P•••••••	State registered	Mar 29, 2019	n/a	yes	OMAHA, NE	Current employment
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Dec 15, 2014	May 29, 2019	no	OMAHA, NE	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• I••••••••• R••••••• A•••••••• I•••	E•••••••• W••••• P•••••••	May 29, 2019	Mar 29, 2019	-61	Firm change after gap	Ibd to state RIA
F•••••••• W••• G••••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Dec 12, 2014	Dec 15, 2014

Team moves

••• Locked

Team	Left	Joined	From	Kind
134139:297608:NE:2019-05-29	May 29, 2019	Mar 29, 2019	OMAHA, NE	Firm change after gap

Relationships

Registered with (5)

→ E•••••••• W••••• P•••••••Registered adviserregistration: current employment
Mar 29, 2019 to presentfactForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Dec 15, 2014 to May 29, 2019factForm ADV
→ F•••••••• W••• G••••Registered adviserregistration: previous registration
Oct 1, 2010 to Dec 12, 2014factForm ADV
→ N•• A•••••• S•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:61a2f87b-2b7c-4b45-475b-2fcc702ded1f
First observed: May 19, 2000
Last observed: Sep 14, 2026 8 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.