A••• R• B•••

Advisor at W••••••••• A•••••••

Madison, WI

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:6290bb34-585a-f650-1e8b-0ded1c46e5af

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 14, 2007 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: W••••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 20, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••••• A•••••••	Independent wealth	Sep 20, 2021	n/a	yes	Madison, WI	Current employment
B•••• T•••• W••••• M••••••••• L••	Mixed wealth	Jul 15, 2020	Sep 17, 2021	no	MADISON, WI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••• T•••• W••••• M••••••••• L••	W••••••••• A•••••••	Sep 17, 2021	Sep 20, 2021	3	Firm change	RIA to RIA
W••••••••• A•••••••	B•••• T•••• W••••• M••••••••• L••	Jan 8, 2020	Jul 15, 2020

Relationships

Registered with (4)

→ W••••••••• A•••••••Registered adviserregistration: current employment
Sep 20, 2021 to presentfactForm ADV
→ B•••• T•••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jul 15, 2020 to Sep 17, 2021factForm ADV
→ W••••••••• A•••••••Registered adviserregistration: previous registration
Jun 12, 2013 to Jan 8, 2020factForm ADV
→ B•••• T•••• I••••••••• A•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6290bb34-585a-f650-1e8b-0ded1c46e5af
First observed: Sep 14, 2007
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.