DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

B•••• R•••••• P•••••

Advisor at E•••• P•••• W••••• M•••••••••

PARKER, CO

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Search this name across graphsid dfx:ria:7279c6ef-675b-7271-9ff5-74571be6bd4d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Sep 10, 2013 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•••• P•••• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Sep 10, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••• P•••• W••••• M•••••••••	State registered	Aug 8, 2023	n/a	yes	PARKER, CO	Current employment
T••••••••• F•••••••• A•••••••• L••	Bd affiliated wealth	Feb 10, 2023	Jun 12, 2023	no	Centennial, CO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••••• F•••••••• A•••••••• L••	E•••• P•••• W••••• M•••••••••	Jun 12, 2023	Aug 8, 2023	57	Firm change	Ibd to state RIA
S••••• W••••• A•••••••• I•••	T••••••••• F•••••••• A•••••••• L••	Apr 1, 2022	Feb 10, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
250:6627:MO:2015-10-01	Oct 1, 2015	Sep 3, 2020	ST LOUIS, MO	Firm change after gap

Relationships

Registered with (5)

→ E•••• P•••• W••••• M•••••••••Registered adviserregistration: current employment
Aug 8, 2023 to presentfactForm ADV
→ T••••••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Feb 10, 2023 to Jun 12, 2023factForm ADV
→ S••••• W••••• A•••••••• I•••Registered adviserregistration: previous registration
Apr 1, 2021 to Apr 1, 2022factForm ADV
→ E•••••••• A•••••••• L••

Dated events

Occurred
Jun 12, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Apr 1, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7279c6ef-675b-7271-9ff5-74571be6bd4d
First observed: Sep 10, 2013
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.