DFX Intelligence

B•••• J••• S•••••• V•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner21 years in industry

B•••• J••• S•••••• V•••••••••

Advisor at T••••••• W••••• C•••••••••

PORTLAND, OR | MILWAUKEE, WI

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Search this name across graphsid dfx:ria:783d5997-0f16-658e-9819-45a25a4b943c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 1, 2005 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: T••••••• W••••• C•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Sep 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
Q••••••••• W••••• C••••••••• L••	State registered	Jul 16, 2026	n/a	yes	MILWAUKEE, WI\|MILWAUKEE, WI	Current employment
T••••••• W••••• C•••••••••	State registered	Sep 22, 2025	n/a	yes	MILWAUKEE, WI\|PORTLAND, OR\|MILWAUKEE, WI

Relationships

Registered with (2)

→ Q••••••••• W••••• C••••••••• L••Registered adviserregistration: current employment
Jul 16, 2026 to presentfactForm ADV
→ T••••••• W••••• C•••••••••Registered adviserregistration: current employment
Sep 22, 2025 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:783d5997-0f16-658e-9819-45a25a4b943c
First observed: Sep 1, 2005
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.