DFX Intelligence

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

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RIA / WealthAdvisor18 years in industry

B•••• E••• R••••••

Advisor at R•••••• W••••• M••••••••• L••

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Search this name across graphsid dfx:ria:654834ca-f83c-6b8a-484b-f58ca976abc8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 24, 2010 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: R•••••• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• W••••• M••••••••• L••	State registered	Jul 6, 2010	n/a	yes	n/a	Current employment
G•••••••• C•••••• M••••••••• L••	Independent wealth	Dec 24, 2010	May 15, 2013	no	LONE TREE, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•••••••• C•••••• M••••••••• L••	n/a	May 15, 2013	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ R•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jul 6, 2010 to presentfactForm ADV
→ G•••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Dec 24, 2010 to May 15, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:654834ca-f83c-6b8a-484b-f58ca976abc8
First observed: Dec 24, 2010
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.