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I•• D•••••• B••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor32 years in industry

I•• D•••••• B••••••

Advisor at F•••• P••••••• W•••••• L••

Denver, CO

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Search this name across graphsid dfx:ria:74a81898-8820-0f5f-e6ea-4e550d6b2660

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 1, 1999 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: F•••• P••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• P••••••• W•••••• L••	Independent wealth	Feb 1, 2025	n/a	yes	Denver, CO	Current employment
J•••• B•••••• B••••• • C••	Former SEC adviser	Jan 1, 1999	Jan 24, 2017	no	DENVER, CO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J•••• B•••••• B••••• • C••	F•••• P••••••• W•••••• L••	Jan 24, 2017	Feb 1, 2025	2,930	Firm change after gap	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
109982:159289:CO:2017-01-24	Jan 24, 2017	Feb 1, 2025	DENVER, CO	Firm change after gap

Relationships

Registered with (2)

→ F•••• P••••••• W•••••• L••Registered adviserregistration: current employment
Feb 1, 2025 to presentfactForm ADV
→ J•••• B•••••• B••••• • C••Registered adviserregistration: previous registration
Jan 1, 1999 to Jan 24, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:74a81898-8820-0f5f-e6ea-4e550d6b2660
First observed: Jan 1, 1999
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.