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T••••• M•••••• S•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor45 years in industry

T••••• M•••••• S•••••••

Advisor at B•••••••• I••••••••• G••••

PHOENIX, AZ | Bloomington, MN

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Search this name across graphsid dfx:ria:6319fcd0-2375-d9de-5c07-6471275abe1d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 2, 2015 to Sep 15, 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•••••••• I••••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 24, 1980earliest registration or exam on IAPD
Years in industry: 45derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• I••••••••• G••••	Independent wealth	Jun 20, 2025	n/a	yes	Bloomington, MN\|PHOENIX, AZ	Current employment
R•••••• P•••••• W•••••	Former SEC adviser	Sep 16, 2021	Mar 31, 2025	no	PHOENIX, AZ\|BLOOMINGTON, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• P•••••• W•••••	B•••••••• I••••••••• G••••	Mar 31, 2025	Jun 20, 2025	81	Bulk transfer	RIA to RIA
B•••••••• A•••• M••••••••• L••	R•••••• P•••••• W•••••	Sep 20, 2021	Sep 16, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
125004:143440:MI:2020-06-19	Jun 19, 2020	Jun 16, 2020	KENTWOOD, MI	Firm change

Relationships

Registered with (5)

→ B•••••••• I••••••••• G••••Registered adviserregistration: current employment
Jun 20, 2025 to presentfactForm ADV
→ R•••••• P•••••• W•••••Registered adviserregistration: previous registration
Sep 16, 2021 to Mar 31, 2025factForm ADV
→ B•••••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Jun 16, 2020 to Sep 20, 2021factForm ADV
→ R•••• I••••••••• A••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6319fcd0-2375-d9de-5c07-6471275abe1d
First observed: Sep 2, 2015
Last observed: Sep 15, 2026 7 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.