DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner22 years in industry

B•••• W••••• K•••••••••

Advisor at M••••• G••••• A••••••• I•••

Portage, MI | DENVER, CO

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Search this name across graphsid dfx:ria:80e4b8c3-9ab1-f379-7cfb-bde861fb43f8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Sep 10, 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••••• G••••• A••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• G••••• A••••••• I•••	Independent wealth	May 24, 2022	n/a	yes	Portage, MI\|DENVER, CO	Current employment
S•••••• A•••••••	Former SEC adviser	Sep 28, 2010	Mar 10, 2023	no	PORTAGE, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••• A•••••••	M••••• G••••• A••••••• I•••	Mar 10, 2023	May 24, 2022	-290	Firm change after gap	RIA to RIA
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	S•••••• A•••••••	Oct 16, 2020	Sep 28, 2010

Team moves

••• Locked

Team	Left	Joined	From	Kind
151388:147363:MI:2023-03-10	Mar 10, 2023	May 24, 2022	PORTAGE, MI	Firm change after gap

Relationships

Registered with (3)

→ M••••• G••••• A••••••• I•••Registered adviserregistration: current employment
May 24, 2022 to presentfactForm ADV
→ S•••••• A•••••••Registered adviserregistration: previous registration
Sep 28, 2010 to Mar 10, 2023factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Sep 10, 2010 to Oct 16, 2020factForm ADV

Dated events

Occurred
Mar 10, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:80e4b8c3-9ab1-f379-7cfb-bde861fb43f8
First observed: Sep 10, 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.