DFX Intelligence

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

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RIA / WealthAdvisor15 years in industry

B•••• J•••••• J•••

Advisor at T•••••••• W•••••• L••

VADNAIS HEIGHTS, MN

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Search this name across graphsid dfx:ria:7e63fcda-ec1f-1005-1b04-424c3fa381b8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jan 22, 2014 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•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 9, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•••••••• W•••••• L••	Independent wealth	Sep 2, 2022	n/a	yes	VADNAIS HEIGHTS, MN	Current employment
G•••• W••••• F••••••••	Independent wealth	Apr 11, 2022	Aug 8, 2022	no	Vadnais Heights, MN\|SHOREVIEW, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•••• W••••• F••••••••	T•••••••• W•••••• L••	Aug 8, 2022	Sep 2, 2022	25	Firm change	RIA to new firm
A••••••••• W••••• P•••••••	C••••• A•••••• N••••••• L••	Apr 28, 2022	Jan 9, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
308215:322924:MN:2022-08-08	Aug 8, 2022	Sep 2, 2022	SHOREVIEW, MN	Firm change

Relationships

Registered with (5)

→ T•••••••• W•••••• L••Registered adviserregistration: current employment
Sep 2, 2022 to presentfactForm ADV
→ G•••• W••••• F••••••••Registered adviserregistration: previous registration
Apr 11, 2022 to Aug 8, 2022factForm ADV
→ A••••••••• W••••• P•••••••Registered adviserregistration: previous registration
Feb 23, 2016 to Apr 28, 2022factForm ADV
→ C••••• A•••••• N••••••• L••

Dated events

Occurred
Aug 8, 2022
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago
Occurred
Apr 28, 2022
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7e63fcda-ec1f-1005-1b04-424c3fa381b8
First observed: Jan 22, 2014
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.