DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)14 years in industry

B•••• R••••• C•••••••

Advisor at C•••••••• I••••••••• R••••••• A•••••••• I•••

Omaha, NE

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Dec 19, 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: C•••••••• I••••••••• R••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Jun 30, 2025	n/a	yes	Omaha, NE	Current employment
C••••••••• F•••••••• N••••••	National bd RIA	Apr 5, 2022	Jun 30, 2025	no	Omaha, NE\|SAN DIEGO, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• F•••••••• N••••••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Jun 30, 2025	Jun 30, 2025	0	Firm change	Ibd to ibd
E••••• J••••	C••••••••• F•••••••• N••••••	Apr 5, 2022	Apr 5, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
250:8032:NE:2022-04-05	Apr 5, 2022	Apr 5, 2022	PAPILLION, NE	Firm change

Relationships

Registered with (3)

→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: current employment
Jun 30, 2025 to presentfactForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
Apr 5, 2022 to Jun 30, 2025factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Dec 19, 2012 to Apr 5, 2022factForm ADV

Dated events

Order

Occurred
30 Jun 2025
Advisor changed firm
••• Locked
Form ADV
Occurred
5 Apr 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Dec 19, 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.