DFX Intelligence

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

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RIA / WealthAdvisor18 years in industry

B•••• W•••• W•••••

Advisor at V•• C•••••• W••••• M••••••••• L••

MINNEAPOLIS, MN | Bennet, NE

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Search this name across graphsid dfx:ria:7caafe6b-6e27-a5cf-4482-b5cf4f528976

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 11, 2008 to Sep 15, 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: V•• C•••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•• C•••••• W••••• M••••••••• L••	Independent wealth	Feb 18, 2025	n/a	yes	MINNEAPOLIS, MN\|Bennet, NE	Current employment
B••••• T••••••• W•••••	n/a	May 13, 2021	Apr 15, 2025	no	BENNET, NE

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••• T••••••• W•••••	V•• C•••••• W••••• M••••••••• L••	Apr 15, 2025	Feb 18, 2025	-56	Firm change after gap	Other
W•••••• • R•••	B••••• T••••••• W•••••	May 11, 2021	May 13, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
314065:297362:NE:2025-04-15	Apr 15, 2025	Feb 18, 2025	BENNET, NE	Firm change after gap

Relationships

Registered with (3)

→ V•• C•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Feb 18, 2025 to presentfactForm ADV
→ B••••• T••••••• W•••••Registered adviserregistration: previous registration
May 13, 2021 to Apr 15, 2025factForm ADV
→ W•••••• • R•••Registered adviserregistration: previous registration
Apr 11, 2008 to May 11, 2021factForm ADV

Dated events

Occurred
Apr 15, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7caafe6b-6e27-a5cf-4482-b5cf4f528976
First observed: Apr 11, 2008
Last observed: Sep 15, 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.