DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)42 years in industry

B•••• R••••• D•••••

Advisor at M••••••

Brentwood, MO | Whitefish, MT

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Search this name across graphsid dfx:ria:7b2fc26a-71ce-49d4-8f30-fcdd3a201322

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Sep 28, 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: M••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jul 24, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••	Bd affiliated wealth	Apr 16, 2026	n/a	yes	Brentwood, MO\|Whitefish, MT	Current employment
B••••••• F• E•••••• W••••• M••••••••• L••	Independent wealth	Feb 25, 2019	Apr 24, 2026	no	St. louis, MO\|ST. LOUIS, MO\|Whitefish, MT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••• F• E•••••• W••••• M••••••••• L••	M••••••	Apr 24, 2026	Apr 16, 2026	-8	Firm change	RIA to ibd
B••••••• F• E•••••• • C••••••• I•••••••••	B••••••• F• E•••••• W••••• M••••••••• L••	Feb 26, 2019	Feb 25, 2019

Relationships

Registered with (3)

→ M••••••Registered adviserregistration: current employment
Apr 16, 2026 to presentfactForm ADV
→ B••••••• F• E•••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Feb 25, 2019 to Apr 24, 2026factForm ADV
→ B••••••• F• E•••••• • C••••••• I•••••••••Registered adviserregistration: previous registration
Sep 28, 2010 to Feb 26, 2019factForm ADV

Dated events

Occurred
Apr 24, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7b2fc26a-71ce-49d4-8f30-fcdd3a201322
First observed: Sep 28, 2010
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.