DFX Intelligence

M••• A•••• B•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner23 years in industry

M••• A•••• B•••••

Advisor at B••••• F•••••••• G••••

PLYMOUTH, MN

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Search this name across graphsid dfx:ria:757b8741-dec7-34ea-7307-fe979eaddf56

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 13, 2004 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: B••••• F•••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• F•••••••• G••••	Independent wealth	Jul 31, 2020	n/a	yes	PLYMOUTH, MN	Current employment
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Mar 28, 2005	Aug 28, 2020	no	PLYMOUTH, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• I••••••••• R••••••• A•••••••• I•••	B••••• F•••••••• G••••	Aug 28, 2020	Jul 31, 2020	-28	Firm change	Ibd to new firm
C•••••••• I••••••••• R•••••••• I•••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Mar 28, 2005	Mar 28, 2005

Team moves

••• Locked

Team	Left	Joined	From	Kind
134139:308174:MN:2020-08-24	Aug 28, 2020	Jul 31, 2020	PLYMOUTH, MN	Firm change

Relationships

Registered with (3)

→ B••••• F•••••••• G••••Registered adviserregistration: current employment
Jul 31, 2020 to presentfactForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Mar 28, 2005 to Aug 28, 2020factForm ADV
→ C•••••••• I••••••••• R•••••••• I•••Registered adviserregistration: previous registration
Jan 13, 2004 to Mar 28, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:757b8741-dec7-34ea-7307-fe979eaddf56
First observed: Jan 13, 2004
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.